Aquila Investment Management’s ZoomInfo Technologies GTM Stock Holding History

Aquila Investment Management’s Portfolio GTM Stock Details GTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$4.13M	Hold	400,000	–	–	4.59%	2
2024 Q2	$5.11M	Buy	400,000 +157,000	+65%	+$2.2M	4.79%	2
2024 Q1	$3.9M	Hold	243,000	–	–	3.32%	4
2023 Q4	$4.49M	Buy	243,000 +148,000	+156%	+$2.32M	3.89%	1
2023 Q3	$1.56M	Buy	95,000 +7,000	+8%	+$143K	1.44%	28
2023 Q2	$2.23M	Buy	88,000 +17,000	+24%	+$403K	1.83%	13
2023 Q1	$1.75M	Buy	71,000 +41,000	+137%	+$1.05M	1.45%	27
2022 Q4	$903K	Buy	30,000 +16,000	+114%	+$552K	0.7%	67
2022 Q3	$583K	Sell	14,000 -4,000	-22%	-$170K	0.44%	82
2022 Q2	$598K	Buy	+18,000	New	+$794K	0.42%	82

Other funds holding GTM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Aquila Investment Management's GTM Position: Q3 2024 in Review

Aquila Investment Management held its ZoomInfo Technologies (GTM) position steady in Q3 2024 at 400,000 shares worth $4.13M. The position accounts for 4.59% of the portfolio, ranked #2.

Aquila Investment Management first reported a position in GTM in Q2 2022 and has held it in 10 quarters since. The position peaked at $5.11M in Q2 2024. 322 funds tracked by Wall St. Rank hold GTM as of Q3 2024.

Aquila Investment Management held 400,000 shares of ZoomInfo Technologies worth $4.13M as of Q3 2024.
Aquila Investment Management left its ZoomInfo Technologies share count unchanged in Q3 2024.
ZoomInfo Technologies made up 4.59% of Aquila Investment Management's portfolio in Q3 2024, its #2 holding.
Aquila Investment Management first reported a position in ZoomInfo Technologies in Q2 2022 and has held it in 10 quarters since.
Aquila Investment Management's ZoomInfo Technologies position peaked at $5.11M in Q2 2024.
322 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2024.

Based on Aquila Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.