JFGIW
ZM icon

Johnson Financial Group Inc (Wisconsin)’s Zoom ZM Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q1 		– Sell
-3
Closed -$216 – 1018
2023
Q4 		$216 Buy
+3
New +$198 ﹤0.01% 873
2022
Q4 		– Sell
-20
Closed -$1K – 683
2022
Q3 		$1K Sell
20
-456
-96% -$43.4K ﹤0.01% 632
2022
Q2 		$51K Sell
476
-5
-1% -$527 ﹤0.01% 389
2022
Q1 		$56K Buy
481
+235
+96% +$32K ﹤0.01% 425
2021
Q4 		$45K Sell
246
-41
-14% -$9.64K ﹤0.01% 461
2021
Q3 		$75K Sell
287
-87
-23% -$29.3K 0.01% 362
2021
Q2 		$145K Buy
+374
New +$125K 0.01% 296

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return