CT
GTM

Colonial Trust’s ZoomInfo Technologies GTM Stock Holding History

Colonial Trust’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
Q3 		– Sell
-298
Closed -$3.73K – 1147
2024
Q2 		$3.73K Hold
298
– – ﹤0.01% 876
2024
Q1 		$4.72K Hold
298
– – ﹤0.01% 833
2023
Q4 		$5.61K Hold
298
– – ﹤0.01% 785
2023
Q3 		$5.31K Buy
298
+98
+49% +$2K ﹤0.01% 784
2023
Q2 		$5.22K Hold
200
– – ﹤0.01% 778
2023
Q1 		$4.88K Hold
200
– – ﹤0.01% 757
2022
Q4 		$6.03K Buy
+200
New +$6.9K ﹤0.01% 730

Other funds holding GTM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Colonial Trust's GTM Position: Q3 2024 in Review

Colonial Trust sold out of ZoomInfo Technologies (GTM) in Q3 2024, closing a stake of 298 shares — an estimated $3.73K sold.

Colonial Trust first reported a position in GTM in Q4 2022 and held it in 7 quarters. The position peaked at $6.03K in Q4 2022. 322 funds tracked by Wall St. Rank hold GTM as of Q3 2024.

  • Colonial Trust reported no remaining ZoomInfo Technologies position as of Q3 2024 after selling out during the quarter.
  • Colonial Trust sold 298 ZoomInfo Technologies shares in Q3 2024, an estimated $3.73K.
  • Colonial Trust first reported a position in ZoomInfo Technologies in Q4 2022 and held it in 7 quarters.
  • Colonial Trust's ZoomInfo Technologies position peaked at $6.03K in Q4 2022.
  • 322 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2024.

Based on Colonial Trust's 13F filing for Q3 2024, filed 12 Nov 2024.