HVM
ZM icon

Harvest Volatility Management’s Zoom ZM Stock Holding History

Harvest Volatility Management’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
-7,613
Closed -$517K – 129
2023
Q2 		$517K Sell
7,613
-1,074
-12% -$71.8K 0.1% 126
2023
Q1 		$626K Sell
8,687
-1,486
-15% -$107K 0.13% 121
2022
Q4 		$689K Sell
10,173
-2,918
-22% -$222K 0.14% 121
2022
Q3 		$975K Sell
13,091
-61
-0.5% -$5.81K 0.17% 107
2022
Q2 		$1.42M Sell
13,152
-1,601
-11% -$169K 0.23% 92
2022
Q1 		$1.73M Sell
14,753
-14
-0.1% -$1.9K 0.2% 94
2021
Q4 		$2.72K Buy
14,767
+3,659
+33% +$860K ﹤0.01% 90
2021
Q3 		$2.9M Buy
11,108
+4,326
+64% +$1.46M 0.14% 48
2021
Q2 		$2.63M Buy
6,782
+2,360
+53% +$786K 0.21% 41
2021
Q1 		$1.42M Buy
4,422
+1,809
+69% +$666K 0.13% 49
2020
Q4 		$881K Buy
+2,613
New +$1.16M 0.1% 55

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