DIM
GTM

DC Investments Management’s ZoomInfo Technologies GTM Stock Holding History

DC Investments 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
-13,400
Closed -$220K – 86
2023
Q3 		$220K Hold
13,400
– – 0.28% 79
2023
Q2 		$340K Hold
13,400
– – 0.39% 56
2023
Q1 		$331K Hold
13,400
– – 0.39% 50
2022
Q4 		$403K Buy
+13,400
New +$463K 0.51% 38

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

DC Investments Management's GTM Position: Q4 2023 in Review

DC Investments Management sold out of ZoomInfo Technologies (GTM) in Q4 2023, closing a stake of 13,400 shares — an estimated $220K sold.

DC Investments Management first reported a position in GTM in Q4 2022 and held it in 4 quarters. The position peaked at $403K in Q4 2022. 336 funds tracked by Wall St. Rank hold GTM as of Q4 2023.

  • DC Investments Management reported no remaining ZoomInfo Technologies position as of Q4 2023 after selling out during the quarter.
  • DC Investments Management sold 13,400 ZoomInfo Technologies shares in Q4 2023, an estimated $220K.
  • DC Investments Management first reported a position in ZoomInfo Technologies in Q4 2022 and held it in 4 quarters.
  • DC Investments Management's ZoomInfo Technologies position peaked at $403K in Q4 2022.
  • 336 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2023.

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