BC
GTM

Bartlett & Co’s ZoomInfo Technologies GTM Stock Holding History

Bartlett & 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
Q3 		– Sell
-178
Closed -$6K – 1282
2022
Q2 		$6K Buy
+178
New +$7.85K ﹤0.01% 987
2021
Q3 		– Sell
-5
Closed – – 1081
2021
Q2 		$0 Hold
5
– – ﹤0.01% 1083
2021
Q1 		$0 Hold
5
– – ﹤0.01% 1186
2020
Q4 		$0 Buy
+5
New +$215 ﹤0.01% 1204

Other funds holding GTM

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
TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bartlett & Co's GTM Position: Q3 2022 in Review

Bartlett & Co sold out of ZoomInfo Technologies (GTM) in Q3 2022, closing a stake of 178 shares — an estimated $6K sold.

Bartlett & Co first reported a position in GTM in Q4 2020 and held it in 4 quarters. The position peaked at $6K in Q2 2022. 421 funds tracked by Wall St. Rank hold GTM as of Q3 2022.

  • Bartlett & Co reported no remaining ZoomInfo Technologies position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co sold 178 ZoomInfo Technologies shares in Q3 2022, an estimated $6K.
  • Bartlett & Co first reported a position in ZoomInfo Technologies in Q4 2020 and held it in 4 quarters.
  • Bartlett & Co's ZoomInfo Technologies position peaked at $6K in Q2 2022.
  • 421 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2022.

Based on Bartlett & Co's 13F filing for Q3 2022, filed 17 Oct 2022.