Nikko Asset Management Americas’s Zoom ZM Stock Holding History

Nikko Asset Management Americas’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	-3,147,472	Closed	-$186M	–	194
2024 Q2	$186M	Sell	3,147,472 -1,163,745	-27%	-$71.5M	2.15%	12
2024 Q1	$282M	Sell	4,311,217 -1,735,017	-29%	-$116M	2.8%	11
2023 Q4	$435M	Buy	6,046,234 +233,321	+4%	+$15.4M	4.18%	6
2023 Q3	$406M	Sell	5,812,913 -10,942	-0.2%	-$760K	4.86%	5
2023 Q2	$395M	Buy	5,823,855 +156,042	+3%	+$10.4M	4.16%	7
2023 Q1	$411M	Sell	5,667,813 -55,190	-1%	-$3.98M	4.73%	7
2022 Q4	$387M	Buy	5,723,003 +83,538	+1%	+$6.35M	5.58%	2
2022 Q3	$416M	Buy	5,639,465 +1,003,857	+22%	+$95.6M	5.31%	2
2022 Q2	$495M	Buy	4,635,608 +3,471	+0.1%	+$366K	6.11%	1
2022 Q1	$545M	Buy	4,632,137 +963,858	+26%	+$131M	4%	6
2021 Q4	$675M	Buy	3,668,279 +1,312,035	+56%	+$309M	3.55%	10
2021 Q3	$639M	Buy	2,356,244 +599,507	+34%	+$202M	2.74%	11
2021 Q2	$678M	Buy	1,756,737 +506,923	+41%	+$169M	2.65%	10
2021 Q1	$402M	Buy	1,249,814 +786,269	+170%	+$289M	1.97%	13
2020 Q4	$156M	Buy	463,545 +427,936	+1,202%	+$191M	0.89%	39
2020 Q3	$16.9M	Buy	+35,609	New	+$11.4M	0.15%	90

Other funds holding ZM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management

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