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 $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

T. Rowe Price Investment Management

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

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Geode Capital Management

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