BAMCO Inc

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fidelity Investments

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return