DI
ZM icon

Disciplined Investments’s Zoom ZM Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-12
Closed -$815 – 1608
2023
Q2 		$815 Buy
12
+1
+9% +$67 ﹤0.01% 1047
2023
Q1 		$812 Buy
11
+7
+175% +$504 ﹤0.01% 1051
2022
Q4 		$271 Sell
4
-6
-60% -$456 ﹤0.01% 1366
2022
Q3 		$1K Sell
10
-2
-17% -$190 ﹤0.01% 1151
2022
Q2 		$1K Buy
12
+3
+33% +$316 ﹤0.01% 1180
2022
Q1 		$1K Buy
9
+4
+80% +$544 ﹤0.01% 1255
2021
Q4 		$1K Hold
5
– – ﹤0.01% 483
2021
Q3 		$1K Hold
5
– – ﹤0.01% 432
2021
Q2 		$2K Hold
5
– – ﹤0.01% 390
2021
Q1 		$2K Buy
+5
New +$1.84K ﹤0.01% 348

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return