BTI
GTM

Blue Trust Inc’s ZoomInfo Technologies GTM Stock Holding History

Blue Trust 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
2025
Q1 		– Sell
-16,599
Closed -$174K – 2569
2024
Q4 		$174K Buy
16,599
+16,404
+8,412% +$175K ﹤0.01% 702
2024
Q3 		$2.49K Buy
195
+185
+1,850% +$1.94K ﹤0.01% 2539
2024
Q2 		$160 Buy
+10
New +$140 ﹤0.01% 2669
2024
Q1 		– Sell
-285
Closed -$5K – 2752
2023
Q4 		$5K Buy
+285
New +$4.47K ﹤0.01% 1879
2023
Q3 		– Sell
-560
Closed -$14K – 2325
2023
Q2 		$14K Sell
560
-4,914
-90% -$116K ﹤0.01% 1199
2023
Q1 		$165K Buy
5,474
+5,367
+5,016% +$138K ﹤0.01% 609
2022
Q4 		$4K Buy
+107
New +$3.69K ﹤0.01% 1825

Other funds holding GTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Blue Trust Inc's GTM Position: Q1 2025 in Review

Blue Trust Inc sold out of ZoomInfo Technologies (GTM) in Q1 2025, closing a stake of 16,599 shares — an estimated $174K sold.

Blue Trust Inc first reported a position in GTM in Q4 2022 and held it in 7 quarters. The position peaked at $174K in Q4 2024. 360 funds tracked by Wall St. Rank hold GTM as of Q1 2025.

  • Blue Trust Inc reported no remaining ZoomInfo Technologies position as of Q1 2025 after selling out during the quarter.
  • Blue Trust Inc sold 16,599 ZoomInfo Technologies shares in Q1 2025, an estimated $174K.
  • Blue Trust Inc first reported a position in ZoomInfo Technologies in Q4 2022 and held it in 7 quarters.
  • Blue Trust Inc's ZoomInfo Technologies position peaked at $174K in Q4 2024.
  • 360 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2025.

Based on Blue Trust Inc's 13F filing for Q1 2025, filed 21 Apr 2025.