Banque Cantonale Vaudoise’s ZoomInfo Technologies GTM Stock Holding History

Banque Cantonale Vaudoise’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	-7,515	Closed	-$123K	–	1211
2023 Q3	$123K	Buy	7,515 +2,415	+47%	+$49.4K	0.01%	784
2023 Q2	$129K	Hold	5,100	–	–	0.01%	804
2023 Q1	$126K	Hold	5,100	–	–	0.01%	805
2022 Q4	$153K	Hold	5,100	–	–	0.01%	776
2022 Q3	$213K	Hold	5,100	–	–	0.01%	700
2022 Q2	$169K	Buy	+5,100	New	+$225K	0.01%	784
2021 Q3	–	Sell	-11,225	Closed	-$586K	–	1366
2021 Q2	$586K	Buy	+11,225	New	+$528K	0.03%	551
2021 Q1	–	Sell	-2,600	Closed	-$125K	–	1199
2020 Q4	$125K	Sell	2,600 -900	-26%	-$38.8K	0.01%	821
2020 Q3	$150K	Buy	+3,500	New	+$137K	0.01%	758

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

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

DIG

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

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

HCM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Banque Cantonale Vaudoise's GTM Position: Q4 2023 in Review

Banque Cantonale Vaudoise sold out of ZoomInfo Technologies (GTM) in Q4 2023, closing a stake of 7,515 shares — an estimated $123K sold.

Banque Cantonale Vaudoise first reported a position in GTM in Q3 2020 and held it in 9 quarters. The position peaked at $586K in Q2 2021. 336 funds tracked by Wall St. Rank hold GTM as of Q4 2023.

Banque Cantonale Vaudoise reported no remaining ZoomInfo Technologies position as of Q4 2023 after selling out during the quarter.
Banque Cantonale Vaudoise sold 7,515 ZoomInfo Technologies shares in Q4 2023, an estimated $123K.
Banque Cantonale Vaudoise first reported a position in ZoomInfo Technologies in Q3 2020 and held it in 9 quarters.
Banque Cantonale Vaudoise's ZoomInfo Technologies position peaked at $586K in Q2 2021.
336 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2023.

Based on Banque Cantonale Vaudoise's 13F filing for Q4 2023, filed 7 Feb 2024.