Clean Yield Group’s Zoom ZM Stock Holding History

Clean Yield Group’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
2025 Q2	–	Sell	-41	Closed	-$3.02K	–	455
2025 Q1	$3.02K	Buy	+41	New	+$3.27K	﹤0.01%	369
2024 Q4	–	Sell	-115	Closed	-$8.02K	–	480
2024 Q3	$8.02K	Hold	115	–	–	﹤0.01%	343
2024 Q2	$6.81K	Hold	115	–	–	﹤0.01%	323
2024 Q1	$7.52K	Hold	115	–	–	﹤0.01%	330
2023 Q4	$8.27K	Hold	115	–	–	﹤0.01%	319
2023 Q3	$7.45K	Hold	115	–	–	﹤0.01%	328
2023 Q2	$7.81K	Hold	115	–	–	﹤0.01%	339
2023 Q1	$8.49K	Hold	115	–	–	﹤0.01%	340
2022 Q4	$7.79K	Hold	115	–	–	﹤0.01%	355
2022 Q3	$8K	Hold	115	–	–	﹤0.01%	340
2022 Q2	$12K	Hold	115	–	–	0.01%	331
2022 Q1	$13K	Hold	115	–	–	﹤0.01%	345
2021 Q4	$21K	Hold	115	–	–	0.01%	322
2021 Q3	$30K	Hold	115	–	–	0.01%	297
2021 Q2	$45K	Buy	+115	New	+$38.3K	0.02%	262
2021 Q1	–	Sell	-115	Closed	-$39K	–	402
2020 Q4	$39K	Hold	115	–	–	0.02%	267
2020 Q3	$54K	Hold	115	–	–	0.03%	218
2020 Q2	$29K	Sell	115 -20	-15%	-$3.6K	0.02%	244
2020 Q1	$20K	Buy	+135	New	+$13.3K	0.01%	274

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return