Capital Research Global Investors’s ZoomInfo Technologies GTM Stock Holding History

Capital Research Global Investors’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	-1,170,312	Closed	-$48.8M	–	460
2022 Q3	$48.8M	Sell	1,170,312 -390,105	-25%	-$16.6M	0.02%	322
2022 Q2	$51.9M	Sell	1,560,417 -629,076	-29%	-$27.8M	0.02%	325
2022 Q1	$131M	Sell	2,189,493 -1,127,856	-34%	-$60.5M	0.03%	285
2021 Q4	$213M	Buy	3,317,349 +59,445	+2%	+$3.98M	0.05%	243
2021 Q3	$199M	Buy	3,257,904 +1,534,133	+89%	+$91.8M	0.05%	252
2021 Q2	$89.9M	Sell	1,723,771 -2,783,291	-62%	-$131M	0.02%	320
2021 Q1	$220M	Buy	4,507,062 +251,572	+6%	+$12.6M	0.05%	237
2020 Q4	$205M	Buy	4,255,490 +2,029,535	+91%	+$87.4M	0.05%	245
2020 Q3	$95.7M	Sell	2,225,955 -1,374,095	-38%	-$53.9M	0.03%	272
2020 Q2	$184M	Buy	+3,600,050	New	+$172M	0.06%	217

Other funds holding GTM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital Research Global Investors's GTM Position: Q4 2022 in Review

Capital Research Global Investors sold out of ZoomInfo Technologies (GTM) in Q4 2022, closing a stake of 1,170,312 shares — an estimated $48.8M sold.

Capital Research Global Investors first reported a position in GTM in Q2 2020 and held it in 10 quarters. The position peaked at $220M in Q1 2021. 386 funds tracked by Wall St. Rank hold GTM as of Q4 2022.

Capital Research Global Investors reported no remaining ZoomInfo Technologies position as of Q4 2022 after selling out during the quarter.
Capital Research Global Investors sold 1,170,312 ZoomInfo Technologies shares in Q4 2022, an estimated $48.8M.
Capital Research Global Investors first reported a position in ZoomInfo Technologies in Q2 2020 and held it in 10 quarters.
Capital Research Global Investors's ZoomInfo Technologies position peaked at $220M in Q1 2021.
386 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2022.

Based on Capital Research Global Investors's 13F filing for Q4 2022, filed 14 Feb 2023.