Great Lakes Retirement’s Zoom ZM Stock Holding History

Great Lakes Retirement’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 Q3	–	Sell	-224	Closed	-$13.3K	–	687
2024 Q2	$13.3K	Buy	+224	New	+$13.8K	﹤0.01%	450

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Great Lakes Retirement's ZM Position: Q3 2024 in Review

Great Lakes Retirement sold out of Zoom (ZM) in Q3 2024, closing a stake of 224 shares — an estimated $13.3K sold.

Great Lakes Retirement first reported a position in ZM in Q2 2024 and held it in 1 quarter. The position peaked at $13.3K in Q2 2024. 667 funds tracked by Wall St. Rank hold ZM as of Q3 2024.

Great Lakes Retirement reported no remaining Zoom position as of Q3 2024 after selling out during the quarter.
Great Lakes Retirement sold 224 Zoom shares in Q3 2024, an estimated $13.3K.
Great Lakes Retirement first reported a position in Zoom in Q2 2024 and held it in 1 quarter.
Great Lakes Retirement's Zoom position peaked at $13.3K in Q2 2024.
667 funds tracked by Wall St. Rank held Zoom as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.