Glenmede Trust’s Zoom ZM Stock Holding History

Glenmede Trust’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
2026 Q1	$17.7M	Sell	220,359 -3,690	-2%	-$309K	0.09%	194
2025 Q4	$19.3M	Buy	+224,049	New	+$18.9M	0.09%	186
2025 Q1	$19.1M	Sell	258,635 -4,929	-2%	-$393K	0.1%	180
2024 Q4	$21.5M	Sell	263,564 -507	-0.2%	-$39.9K	0.11%	176
2024 Q3	$18.4M	Buy	264,071 +13,513	+5%	+$845K	0.09%	234
2024 Q2	$14.8M	Sell	250,558 -25,592	-9%	-$1.57M	0.08%	268
2024 Q1	$18.1M	Buy	276,150 +1,002	+0.4%	+$66.8K	0.09%	234
2023 Q4	$19.8M	Buy	275,148 +50,259	+22%	+$3.32M	0.1%	196
2023 Q3	$15.7M	Buy	224,889 +47,875	+27%	+$3.32M	0.09%	229
2023 Q2	$13.1M	Hold	177,014	–	–	0.07%	279
2023 Q1	$13.1M	Buy	+177,014	New	+$12.8M	0.07%	278
2021 Q1	–	Sell	-7,256	Closed	-$2.45M	–	1271
2020 Q4	$2.45M	Buy	7,256 +6,906	+1,973%	+$3.08M	0.01%	491
2020 Q3	$164K	Sell	350 -309	-47%	-$98.8K	﹤0.01%	1062
2020 Q2	$166K	Buy	+659	New	+$119K	﹤0.01%	1054

Other funds holding ZM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

T. Rowe Price Investment Management

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