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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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Sittner & Nelson's ZM Position: Q2 2024 in Review

Sittner & Nelson sold out of Zoom (ZM) in Q2 2024, closing a stake of 210 shares — an estimated $13.7K sold.

Sittner & Nelson first reported a position in ZM in Q4 2020 and held it in 13 quarters. The position peaked at $58K in Q2 2021. 657 funds tracked by Wall St. Rank hold ZM as of Q2 2024.

  • Sittner & Nelson reported no remaining Zoom position as of Q2 2024 after selling out during the quarter.
  • Sittner & Nelson sold 210 Zoom shares in Q2 2024, an estimated $13.7K.
  • Sittner & Nelson first reported a position in Zoom in Q4 2020 and held it in 13 quarters.
  • Sittner & Nelson's Zoom position peaked at $58K in Q2 2021.
  • 657 funds tracked by Wall St. Rank held Zoom as of Q2 2024.

Based on Sittner & Nelson's 13F filing for Q2 2024, filed 13 Aug 2024.