Bank Julius Baer & Co
GTM

Bank Julius Baer & Co’s ZoomInfo Technologies GTM Stock Holding History

Bank Julius Baer & 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
2023
Q1 		– Sell
-8,634
Closed -$260K – 614
2022
Q4 		$260K Sell
8,634
-5,373
-38% -$185K ﹤0.01% 398
2022
Q3 		$584K Buy
14,007
+7,940
+131% +$337K ﹤0.01% 321
2022
Q2 		$202K Sell
6,067
-4,154
-41% -$183K ﹤0.01% 406
2022
Q1 		$611K Buy
10,221
+4,249
+71% +$228K ﹤0.01% 331
2021
Q4 		$383K Buy
+5,972
New +$400K ﹤0.01% 455
2021
Q1 		– Sell
-129,463
Closed -$6.24M – 913
2020
Q4 		$6.24M Buy
+129,463
New +$5.58M 0.05% 173

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
TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Bank Julius Baer & Co's GTM Position: Q1 2023 in Review

Bank Julius Baer & Co sold out of ZoomInfo Technologies (GTM) in Q1 2023, closing a stake of 8,634 shares — an estimated $260K sold.

Bank Julius Baer & Co first reported a position in GTM in Q4 2020 and held it in 6 quarters. The position peaked at $6.24M in Q4 2020. 391 funds tracked by Wall St. Rank hold GTM as of Q1 2023.

  • Bank Julius Baer & Co reported no remaining ZoomInfo Technologies position as of Q1 2023 after selling out during the quarter.
  • Bank Julius Baer & Co sold 8,634 ZoomInfo Technologies shares in Q1 2023, an estimated $260K.
  • Bank Julius Baer & Co first reported a position in ZoomInfo Technologies in Q4 2020 and held it in 6 quarters.
  • Bank Julius Baer & Co's ZoomInfo Technologies position peaked at $6.24M in Q4 2020.
  • 391 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2023.

Based on Bank Julius Baer & Co's 13F filing for Q1 2023, filed 11 May 2023.