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Desjardins Global Asset Management’s Zoom ZM Stock Holding History

Desjardins Global Asset Management’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 		$101K Buy
1,405
+21
+2% +$1.39K 0.01% 468
2023
Q3 		$96.8K Sell
1,384
-4,309
-76% -$299K 0.01% 477
2023
Q2 		$386K Buy
+5,693
New +$381K 0.04% 334

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Desjardins Global Asset Management's ZM Position: Q4 2023 in Review

Desjardins Global Asset Management increased its Zoom (ZM) stake by 1.5% in Q4 2023, buying an estimated $1.39K and bringing the position to 1,405 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #468.

Desjardins Global Asset Management first reported a position in ZM in Q2 2023 and has held it in 3 quarters since. The position peaked at $386K in Q2 2023. 697 funds tracked by Wall St. Rank hold ZM as of Q4 2023.

  • Desjardins Global Asset Management held 1,405 shares of Zoom worth $101K as of Q4 2023.
  • Desjardins Global Asset Management bought 21 Zoom shares in Q4 2023, an estimated $1.39K.
  • Zoom made up 0.01% of Desjardins Global Asset Management's portfolio in Q4 2023, its #468 holding.
  • Desjardins Global Asset Management first reported a position in Zoom in Q2 2023 and has held it in 3 quarters since.
  • Desjardins Global Asset Management's Zoom position peaked at $386K in Q2 2023.
  • 697 funds tracked by Wall St. Rank held Zoom as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.