Kelly Financial Services’s Zomedica Corp. ZOM Stock Holding History

Kelly Financial Services’s Portfolio ZOM Stock Details ZOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,500	Closed	-$219	–	806
2024 Q2	$219	Hold	1,500	–	–	﹤0.01%	737
2024 Q1	$219	Hold	1,500	–	–	﹤0.01%	749
2023 Q4	$300	Hold	1,500	–	–	﹤0.01%	729
2023 Q3	$251	Hold	1,500	–	–	﹤0.01%	717
2023 Q2	$300	Hold	1,500	–	–	﹤0.01%	676
2023 Q1	$318	Hold	1,500	–	–	﹤0.01%	654
2022 Q4	$245	Hold	1,500	–	–	﹤0.01%	635
2022 Q3	$317	Hold	1,500	–	–	﹤0.01%	637
2022 Q2	$330	Hold	1,500	–	–	﹤0.01%	624
2022 Q1	$506	Hold	1,500	–	–	﹤0.01%	609
2021 Q4	$460	Hold	1,500	–	–	﹤0.01%	629
2021 Q3	$785	Buy	1,500 +251	+20%	+$148	﹤0.01%	578
2021 Q2	$1.5M	Sell	1,249 -251	-17%	-$234	0.06%	93
2021 Q1	$2.37K	Buy	+1,500	New	+$2.45K	﹤0.01%	487

Other funds holding ZOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return