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Putnam Investments’s Zoom ZM Stock Holding History

Putnam 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
2023
Q4 		$3.11M Buy
+43,206
New +$2.86M ﹤0.01% 646
2021
Q4 		– Sell
-16,279
Closed -$4.26M – 1211
2021
Q3 		$4.26M Buy
+16,279
New +$5.49M 0.01% 581

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Putnam Investments's ZM Position: Q4 2023 in Review

Putnam Investments opened a new position in Zoom (ZM) in Q4 2023: 43,206 shares worth $3.11M. The stake represents ﹤0.01% of the portfolio and ranks #646 among its holdings. This is a return to the name: Putnam Investments previously reported a position in ZM as recently as Q3 2021.

Putnam Investments first reported a position in ZM in Q3 2021 and has held it in 2 quarters since. The position peaked at $4.26M in Q3 2021. 698 funds tracked by Wall St. Rank hold ZM as of Q4 2023.

  • Putnam Investments held 43,206 shares of Zoom worth $3.11M as of Q4 2023.
  • Zoom was a new Putnam Investments position in Q4 2023.
  • Zoom made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #646 holding.
  • Putnam Investments first reported a position in Zoom in Q3 2021 and has held it in 2 quarters since.
  • Putnam Investments's Zoom position peaked at $4.26M in Q3 2021.
  • 698 funds tracked by Wall St. Rank held Zoom as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.