CHA
ZM icon

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
2024
Q1 		– Hold
0
– -$12.9K – 838
2023
Q4 		– Hold
0
– – – 542
2023
Q3 		– Hold
0
– – – 512
2023
Q2 		– Hold
0
– – – 518
2023
Q1 		– Hold
0
– – – 494
2022
Q4 		– Hold
0
– – – 375
2022
Q3 		– Hold
0
– – – 349
2022
Q2 		– Sell
-600
Closed -$63.3K – 294
2022
Q1 		$70K Sell
600
-200
-25% -$27.2K 0.04% 291
2021
Q4 		$147K Buy
800
+200
+33% +$47K 0.07% 215
2021
Q3 		$156K Hold
600
– – 0.09% 199
2021
Q2 		$232K Hold
600
– – 0.13% 153
2021
Q1 		$192K Sell
600
-100
-14% -$36.8K 0.12% 163
2020
Q4 		$236K Hold
700
– – 0.15% 133
2020
Q3 		$329K Hold
700
– – 0.24% 95
2020
Q2 		$178K Sell
700
-800
-53% -$144K 0.14% 134
2020
Q1 		$219K Buy
1,500
+1,000
+200% +$98.7K 0.2% 103
2019
Q4 		$34K Buy
+500
New +$34.4K 0.03% 334

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