SN
ZM icon

Sittner & Nelson’s Zoom ZM Stock Holding History

Sittner & Nelson’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
Q2 		– Sell
-210
Closed -$13.7K – 505
2024
Q1 		$13.7K Hold
210
– – 0.01% 317
2023
Q4 		$15.1K Hold
210
– – 0.01% 309
2023
Q3 		$14.7K Hold
210
– – 0.01% 304
2023
Q2 		$14.3K Buy
+210
New +$14K 0.01% 319
2023
Q1 		– Sell
-100
Closed -$6.77K – 497
2022
Q4 		$6.77K Hold
100
– – ﹤0.01% 365
2022
Q3 		$7K Sell
100
-50
-33% -$4.76K ﹤0.01% 364
2022
Q2 		$16K Hold
150
– – 0.01% 313
2022
Q1 		$18K Hold
150
– – 0.01% 286
2021
Q4 		$28K Hold
150
– – 0.02% 244
2021
Q3 		$39K Hold
150
– – 0.03% 212
2021
Q2 		$58K Hold
150
– – 0.04% 163
2021
Q1 		$48K Hold
150
– – 0.04% 181
2020
Q4 		$51K Buy
+150
New +$66.9K 0.05% 164

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B 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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return