CM
GTM

Cercano Management’s ZoomInfo Technologies GTM Stock Holding History

Cercano Management’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
-842,870
Closed -$13.8M – 115
2023
Q3 		$13.8M Sell
842,870
-244,084
-22% -$4.99M 0.49% 51
2023
Q2 		$27.6M Buy
+1,086,954
New +$25.7M 0.96% 27

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Cercano Management's GTM Position: Q4 2023 in Review

Cercano Management sold out of ZoomInfo Technologies (GTM) in Q4 2023, closing a stake of 842,870 shares — an estimated $13.8M sold.

Cercano Management first reported a position in GTM in Q2 2023 and held it in 2 quarters. The position peaked at $27.6M in Q2 2023. 336 funds tracked by Wall St. Rank hold GTM as of Q4 2023.

  • Cercano Management reported no remaining ZoomInfo Technologies position as of Q4 2023 after selling out during the quarter.
  • Cercano Management sold 842,870 ZoomInfo Technologies shares in Q4 2023, an estimated $13.8M.
  • Cercano Management first reported a position in ZoomInfo Technologies in Q2 2023 and held it in 2 quarters.
  • Cercano Management's ZoomInfo Technologies position peaked at $27.6M in Q2 2023.
  • 336 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2023.

Based on Cercano Management's 13F filing for Q4 2023, filed 2 Feb 2024.