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Schubert & Co’s Zoom ZM Stock Holding History

Schubert & Co’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
Q2 		– Sell
-15
Closed -$1.11K – 1569
2023
Q1 		$1.11K Buy
15
+2
+15% +$144 ﹤0.01% 1155
2022
Q4 		$881 Buy
13
+9
+225% +$684 ﹤0.01% 1223
2022
Q3 		$0 Sell
4
-6
-60% -$571 ﹤0.01% 1617
2022
Q2 		$1K Buy
10
+7
+233% +$738 ﹤0.01% 1372
2022
Q1 		$0 Buy
3
+1
+50% +$136 ﹤0.01% 1378
2021
Q4 		$0 Buy
+2
New +$470 ﹤0.01% 1325

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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