Claris Advisors’s ZoomInfo Technologies GTM Stock Holding History

Claris Advisors’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
2024 Q4	–	Sell	-2	Closed	-$21	–	1205
2024 Q3	$21	Buy	+2	New	+$21	﹤0.01%	1227

Other funds holding GTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Claris Advisors's GTM Position: Q4 2024 in Review

Claris Advisors sold out of ZoomInfo Technologies (GTM) in Q4 2024, closing a stake of 2 shares — an estimated $21 sold.

Claris Advisors first reported a position in GTM in Q3 2024 and held it in 1 quarter. The position peaked at $21 in Q3 2024. 332 funds tracked by Wall St. Rank hold GTM as of Q4 2024.

Claris Advisors reported no remaining ZoomInfo Technologies position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 ZoomInfo Technologies shares in Q4 2024, an estimated $21.
Claris Advisors first reported a position in ZoomInfo Technologies in Q3 2024 and held it in 1 quarter.
Claris Advisors's ZoomInfo Technologies position peaked at $21 in Q3 2024.
332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.