BCI
GTM

Brinker Capital Investments’s ZoomInfo Technologies GTM Stock Holding History

Brinker Capital Investments’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
Q4 		– Sell
-5,736
Closed -$239K – 1407
2022
Q3 		$239K Buy
+5,736
New +$244K ﹤0.01% 1211

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Vanguard Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Brinker Capital Investments's GTM Position: Q4 2022 in Review

Brinker Capital Investments sold out of ZoomInfo Technologies (GTM) in Q4 2022, closing a stake of 5,736 shares — an estimated $239K sold.

Brinker Capital Investments first reported a position in GTM in Q3 2022 and held it in 1 quarter. The position peaked at $239K in Q3 2022. 386 funds tracked by Wall St. Rank hold GTM as of Q4 2022.

  • Brinker Capital Investments reported no remaining ZoomInfo Technologies position as of Q4 2022 after selling out during the quarter.
  • Brinker Capital Investments sold 5,736 ZoomInfo Technologies shares in Q4 2022, an estimated $239K.
  • Brinker Capital Investments first reported a position in ZoomInfo Technologies in Q3 2022 and held it in 1 quarter.
  • Brinker Capital Investments's ZoomInfo Technologies position peaked at $239K in Q3 2022.
  • 386 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2022.

Based on Brinker Capital Investments's 13F filing for Q4 2022, filed 6 Feb 2023.