BMSSC
GTM

B. Metzler seel. Sohn & Co’s ZoomInfo Technologies GTM Stock Holding History

B. Metzler seel. Sohn & Co’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
2022
Q4 		– Sell
-7,714
Closed -$321K – 759
2022
Q3 		$321K Hold
7,714
– – 0.01% 623
2022
Q2 		$256K Buy
7,714
+3,090
+67% +$136K ﹤0.01% 669
2022
Q1 		$276K Buy
4,624
+320
+7% +$17.2K ﹤0.01% 707
2021
Q4 		$279K Buy
+4,304
New +$288K ﹤0.01% 654

Other funds holding GTM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
BlackRock
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

B. Metzler seel. Sohn & Co's GTM Position: Q4 2022 in Review

B. Metzler seel. Sohn & Co sold out of ZoomInfo Technologies (GTM) in Q4 2022, closing a stake of 7,714 shares — an estimated $321K sold.

B. Metzler seel. Sohn & Co first reported a position in GTM in Q4 2021 and held it in 4 quarters. The position peaked at $321K in Q3 2022. 386 funds tracked by Wall St. Rank hold GTM as of Q4 2022.

  • B. Metzler seel. Sohn & Co reported no remaining ZoomInfo Technologies position as of Q4 2022 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 7,714 ZoomInfo Technologies shares in Q4 2022, an estimated $321K.
  • B. Metzler seel. Sohn & Co first reported a position in ZoomInfo Technologies in Q4 2021 and held it in 4 quarters.
  • B. Metzler seel. Sohn & Co's ZoomInfo Technologies position peaked at $321K in Q3 2022.
  • 386 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2022.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q4 2022, filed 13 Feb 2023.