BAMCO Inc
GTM

BAMCO Inc’s ZoomInfo Technologies GTM Stock Holding History

BAMCO Inc’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
2023
Q4 		– Sell
-1,065,834
Closed -$17.5M – 349
2023
Q3 		$17.5M Sell
1,065,834
-2,110,236
-66% -$43.1M 0.05% 205
2023
Q2 		$80.6M Buy
3,176,070
+284,633
+10% +$6.74M 0.22% 81
2023
Q1 		$71.4M Sell
2,891,437
-706,365
-20% -$18.1M 0.21% 89
2022
Q4 		$108M Sell
3,597,802
-660,550
-16% -$22.8M 0.36% 52
2022
Q3 		$177M Buy
4,258,352
+35,583
+0.8% +$1.51M 0.57% 34
2022
Q2 		$140M Sell
4,222,769
-139,757
-3% -$6.17M 0.45% 47
2022
Q1 		$261M Buy
4,362,526
+61,143
+1% +$3.28M 0.64% 31
2021
Q4 		$276M Buy
4,301,383
+58,186
+1% +$3.9M 0.59% 36
2021
Q3 		$260M Sell
4,243,197
-7,766
-0.2% -$464K 0.59% 37
2021
Q2 		$222M Buy
4,250,963
+63,271
+2% +$2.97M 0.51% 46
2021
Q1 		$205M Sell
4,187,692
-27,579
-0.7% -$1.39M 0.5% 48
2020
Q4 		$203M Buy
4,215,271
+236,899
+6% +$10.2M 0.5% 43
2020
Q3 		$171M Buy
3,978,372
+775,981
+24% +$30.4M 0.53% 44
2020
Q2 		$163M Buy
+3,202,391
New +$153M 0.59% 44

Other funds holding GTM

CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

BAMCO Inc's GTM Position: Q4 2023 in Review

BAMCO Inc sold out of ZoomInfo Technologies (GTM) in Q4 2023, closing a stake of 1,065,834 shares — an estimated $17.5M sold.

BAMCO Inc first reported a position in GTM in Q2 2020 and held it in 14 quarters. The position peaked at $276M in Q4 2021. 337 funds tracked by Wall St. Rank hold GTM as of Q4 2023.

  • BAMCO Inc reported no remaining ZoomInfo Technologies position as of Q4 2023 after selling out during the quarter.
  • BAMCO Inc sold 1,065,834 ZoomInfo Technologies shares in Q4 2023, an estimated $17.5M.
  • BAMCO Inc first reported a position in ZoomInfo Technologies in Q2 2020 and held it in 14 quarters.
  • BAMCO Inc's ZoomInfo Technologies position peaked at $276M in Q4 2021.
  • 337 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2023.

Based on BAMCO Inc's 13F filing for Q4 2023, filed 14 Feb 2024.