Duncker Streett & Co’s Zoom ZM Stock Holding History

Duncker Streett & Co’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 Q4	–	Sell	-5	Closed	-$349	–	558
2024 Q3	$349	Hold	5	–	–	﹤0.01%	475
2024 Q2	$296	Buy	+5	New	+$307	﹤0.01%	475
2023 Q3	–	Sell	-5	Closed	-$339	–	514
2023 Q2	$339	Hold	5	–	–	﹤0.01%	492
2023 Q1	$369	Hold	5	–	–	﹤0.01%	475
2022 Q4	$339	Hold	5	–	–	﹤0.01%	498
2022 Q3	$0	Hold	5	–	–	﹤0.01%	493
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	477
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	480
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	507
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	507
2021 Q2	$2K	Hold	5	–	–	﹤0.01%	481
2021 Q1	$2K	Hold	5	–	–	﹤0.01%	479
2020 Q4	$2K	Hold	5	–	–	﹤0.01%	495
2020 Q3	$2K	Hold	5	–	–	﹤0.01%	484
2020 Q2	$1K	Hold	5	–	–	﹤0.01%	505
2020 Q1	$1K	Buy	+5	New	+$493	﹤0.01%	519

Other funds holding ZM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Duncker Streett & Co's ZM Position: Q4 2024 in Review

Duncker Streett & Co sold out of Zoom (ZM) in Q4 2024, closing a stake of 5 shares — an estimated $349 sold.

Duncker Streett & Co first reported a position in ZM in Q1 2020 and held it in 16 quarters. The position peaked at $2K in Q2 2021. 716 funds tracked by Wall St. Rank hold ZM as of Q4 2024.

Duncker Streett & Co reported no remaining Zoom position as of Q4 2024 after selling out during the quarter.
Duncker Streett & Co sold 5 Zoom shares in Q4 2024, an estimated $349.
Duncker Streett & Co first reported a position in Zoom in Q1 2020 and held it in 16 quarters.
Duncker Streett & Co's Zoom position peaked at $2K in Q2 2021.
716 funds tracked by Wall St. Rank held Zoom as of Q4 2024.

Based on Duncker Streett & Co's 13F filing for Q4 2024, filed 5 Feb 2025.