NEI
ZM icon

Northwest & Ethical Investments’s Zoom ZM Stock Holding History

Northwest & Ethical Investments’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
2026
Q1 		$1.29M Buy
+16,096
New +$1.35M 0.03% 282
2023
Q4 		– Sell
-18,571
Closed -$1.3M – 408
2023
Q3 		$1.3M Hold
18,571
– – 0.04% 256
2023
Q2 		$1.26M Hold
18,571
– – 0.04% 274
2023
Q1 		$1.37M Hold
18,571
– – 0.05% 284
2022
Q4 		$1.26M Buy
18,571
+2,276
+14% +$173K 0.04% 280
2022
Q3 		$1.2M Hold
16,295
– – 0.05% 277
2022
Q2 		$1.76M Buy
16,295
+1,695
+12% +$179K 0.07% 251
2022
Q1 		$1.71M Buy
14,600
+8,600
+143% +$1.17M 0.05% 263
2021
Q4 		$1.1M Buy
+6,000
New +$1.41M 0.03% 295

Other funds holding ZM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return