Capital World Investors
GTM

Capital World Investors’s ZoomInfo Technologies GTM Stock Holding History

Capital World 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
2023
Q3 		– Sell
-35,151,611
Closed -$892M – 527
2023
Q2 		$892M Sell
35,151,611
-1,513,079
-4% -$35.8M 0.17% 132
2023
Q1 		$906M Sell
36,664,690
-3,575,390
-9% -$91.8M 0.19% 130
2022
Q4 		$1.21B Buy
40,240,080
+17,762,537
+79% +$613M 0.26% 101
2022
Q3 		$936M Sell
22,477,543
-5,241,072
-19% -$223M 0.21% 118
2022
Q2 		$921M Sell
27,718,615
-497,050
-2% -$21.9M 0.2% 125
2022
Q1 		$1.69B Buy
28,215,665
+1,872,595
+7% +$100M 0.29% 90
2021
Q4 		$1.69B Buy
26,343,070
+5,679,231
+27% +$380M 0.27% 90
2021
Q3 		$1.26B Buy
20,663,839
+12,879,724
+165% +$770M 0.22% 110
2021
Q2 		$406M Buy
7,784,115
+1,415,713
+22% +$66.5M 0.07% 236
2021
Q1 		$311M Buy
6,368,402
+386,133
+6% +$19.4M 0.06% 248
2020
Q4 		$289M Buy
5,982,269
+1,077,537
+22% +$46.4M 0.06% 246
2020
Q3 		$211M Buy
4,904,732
+619,226
+14% +$24.3M 0.05% 261
2020
Q2 		$219M Buy
+4,285,506
New +$205M 0.05% 243

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
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
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Capital World Investors's GTM Position: Q3 2023 in Review

Capital World Investors sold out of ZoomInfo Technologies (GTM) in Q3 2023, closing a stake of 35,151,611 shares — an estimated $892M sold.

Capital World Investors first reported a position in GTM in Q2 2020 and held it in 13 quarters. The position peaked at $1.69B in Q4 2021. 387 funds tracked by Wall St. Rank hold GTM as of Q3 2023.

  • Capital World Investors reported no remaining ZoomInfo Technologies position as of Q3 2023 after selling out during the quarter.
  • Capital World Investors sold 35,151,611 ZoomInfo Technologies shares in Q3 2023, an estimated $892M.
  • Capital World Investors first reported a position in ZoomInfo Technologies in Q2 2020 and held it in 13 quarters.
  • Capital World Investors's ZoomInfo Technologies position peaked at $1.69B in Q4 2021.
  • 387 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2023.

Based on Capital World Investors's 13F filing for Q3 2023, filed 13 Nov 2023.