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Cambridge Trust’s Zoom ZM Stock Holding History

Cambridge Trust’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$588 Sell
9
-48
-84% -$3.2K ﹤0.01% 645
2023
Q4 		$4.1K Sell
57
-2
-3% -$132 ﹤0.01% 636
2023
Q3 		$4.13K Hold
59
– – ﹤0.01% 645
2023
Q2 		$4K Hold
59
– – ﹤0.01% 647
2023
Q1 		$4.36K Sell
59
-42
-42% -$3.03K ﹤0.01% 687
2022
Q4 		$7K Sell
101
-215
-68% -$16.3K ﹤0.01% 675
2022
Q3 		$23K Sell
316
-7
-2% -$666 ﹤0.01% 554
2022
Q2 		$35K Buy
323
+6
+2% +$633 ﹤0.01% 536
2022
Q1 		$37K Sell
317
-106
-25% -$14.4K ﹤0.01% 580
2021
Q4 		$78K Buy
+423
New +$99.5K ﹤0.01% 462

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Cambridge Trust's ZM Position: Q1 2024 in Review

Cambridge Trust reduced its Zoom (ZM) stake by 84% in Q1 2024, selling an estimated $3.2K and leaving 9 shares worth $588. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Cambridge Trust first reported a position in ZM in Q4 2021 and has held it in 10 quarters since. The position peaked at $78K in Q4 2021. 674 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

  • Cambridge Trust held 9 shares of Zoom worth $588 as of Q1 2024.
  • Cambridge Trust sold 48 Zoom shares in Q1 2024, an estimated $3.2K.
  • Zoom made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #645 holding.
  • Cambridge Trust first reported a position in Zoom in Q4 2021 and has held it in 10 quarters since.
  • Cambridge Trust's Zoom position peaked at $78K in Q4 2021.
  • 674 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.