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Carmichael Hill & Associates’s Zoom ZM Stock Holding History

Carmichael Hill & Associates’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
2023
Q4 		– Sell
-18
Closed -$1.19K – 836
2023
Q3 		$1.26K Sell
18
-50
-74% -$3.47K ﹤0.01% 719
2023
Q2 		$4.62K Sell
68
-15
-18% -$1K ﹤0.01% 648
2023
Q1 		$6.13K Sell
83
-50
-38% -$3.6K ﹤0.01% 615
2022
Q4 		$9.01K Sell
133
-150
-53% -$11.4K 0.01% 566
2022
Q3 		$21K Hold
283
– – 0.01% 466
2022
Q2 		$31K Buy
283
+15
+6% +$1.58K 0.02% 407
2022
Q1 		$31K Hold
268
– – 0.02% 439
2021
Q4 		$49K Hold
268
– – 0.02% 372
2021
Q3 		$70K Hold
268
– – 0.04% 294
2021
Q2 		$104K Buy
268
+18
+7% +$6K 0.06% 242
2021
Q1 		$80K Hold
250
– – 0.05% 266
2020
Q4 		$84K Sell
250
-15
-6% -$6.69K 0.05% 253
2020
Q3 		$125K Hold
265
– – 0.09% 185
2020
Q2 		$67K Sell
265
-55
-17% -$9.9K 0.05% 243
2020
Q1 		$47K Buy
320
+220
+220% +$21.7K 0.04% 265
2019
Q4 		$7K Buy
+100
New +$6.88K 0.01% 529

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return