Steward Financial Group’s Zoom ZM Stock Holding History

Steward Financial Group’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 Q3	$2K	Buy	+37	New	+$2.57K	﹤0.01%	1070
2023 Q2	–	Sell	-17	Closed	-$1K	–	1031
2023 Q1	$1K	Buy	17 +11	+183%	+$793	﹤0.01%	676
2022 Q4	$0	Buy	+6	New	+$456	﹤0.01%	847
2022 Q3	–	Sell	-9	Closed	–	–	1370
2022 Q2	$0	Sell	9 -6	-40%	-$633	﹤0.01%	1431
2022 Q1	$1K	Buy	+15	New	+$2.04K	﹤0.01%	308

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Steward Financial Group's ZM Position: Q3 2023 in Review

Steward Financial Group opened a new position in Zoom (ZM) in Q3 2023: 37 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1070 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ZM as recently as Q1 2023.

Steward Financial Group first reported a position in ZM in Q1 2022 and has held it in 5 quarters since. 644 funds tracked by Wall St. Rank hold ZM as of Q3 2023.

Steward Financial Group held 37 shares of Zoom worth $2K as of Q3 2023.
Zoom was a new Steward Financial Group position in Q3 2023.
Zoom made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1070 holding.
Steward Financial Group first reported a position in Zoom in Q1 2022 and has held it in 5 quarters since.
644 funds tracked by Wall St. Rank held Zoom as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.