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	–	1011
2023 Q4	$216	Buy	+3	New	+$198	﹤0.01%	873
2022 Q4	–	Sell	-20	Closed	-$1K	–	682
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 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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s ZM Position: Q1 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Zoom (ZM) in Q1 2024, closing a stake of 3 shares — an estimated $216 sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in ZM in Q2 2021 and held it in 7 quarters. The position peaked at $145K in Q2 2021. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

Johnson Financial Group Inc (Wisconsin) reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 3 Zoom shares in Q1 2024, an estimated $216.
Johnson Financial Group Inc (Wisconsin) first reported a position in Zoom in Q2 2021 and held it in 7 quarters.
Johnson Financial Group Inc (Wisconsin)'s Zoom position peaked at $145K in Q2 2021.
673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2024, filed 14 May 2024.