Berkshire Capital Holdings’s ZoomInfo Technologies GTM Stock Holding History

Berkshire Capital Holdings’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	-10	Closed	-$164	–	91
2023 Q3	$164	Hold	10	–	–	﹤0.01%	79
2023 Q2	$254	Hold	10	–	–	﹤0.01%	80
2023 Q1	$247	Hold	10	–	–	﹤0.01%	79
2022 Q4	$301	Sell	10 -239,020	-100%	-$8.25M	﹤0.01%	69
2022 Q3	$9.96M	Buy	239,030 +239,020	+2,390,200%	+$10.2M	4%	12
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	84
2022 Q1	$1K	Sell	10 -470,500	-100%	-$25.2M	﹤0.01%	74
2021 Q4	$30.2M	Buy	+470,510	New	+$31.5M	4.04%	11

Other funds holding GTM

Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $116B AUM 61.47% 1-Year Est. Return

Berkshire Capital Holdings's GTM Position: Q4 2023 in Review

Berkshire Capital Holdings sold out of ZoomInfo Technologies (GTM) in Q4 2023, closing a stake of 10 shares — an estimated $164 sold.

Berkshire Capital Holdings first reported a position in GTM in Q4 2021 and held it in 8 quarters. The position peaked at $30.2M in Q4 2021. 337 funds tracked by Wall St. Rank hold GTM as of Q4 2023.

Berkshire Capital Holdings reported no remaining ZoomInfo Technologies position as of Q4 2023 after selling out during the quarter.
Berkshire Capital Holdings sold 10 ZoomInfo Technologies shares in Q4 2023, an estimated $164.
Berkshire Capital Holdings first reported a position in ZoomInfo Technologies in Q4 2021 and held it in 8 quarters.
Berkshire Capital Holdings's ZoomInfo Technologies position peaked at $30.2M in Q4 2021.
337 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2023.

Based on Berkshire Capital Holdings's 13F filing for Q4 2023, filed 14 Feb 2024.