E. Ohman J:or Asset Management’s ZoomInfo Technologies GTM Stock Holding History

E. Ohman J:or Asset 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	-11,600	Closed	-$190K	–	426
2023 Q3	$190K	Hold	11,600	–	–	0.01%	408
2023 Q2	$295K	Hold	11,600	–	–	0.01%	408
2023 Q1	$287K	Hold	11,600	–	–	0.01%	407
2022 Q4	$349K	Hold	11,600	–	–	0.02%	387
2022 Q3	$483K	Hold	11,600	–	–	0.02%	341
2022 Q2	$386K	Hold	11,600	–	–	0.02%	381
2022 Q1	$693K	Hold	11,600	–	–	0.02%	339
2021 Q4	$745K	Buy	+11,600	New	+$777K	0.02%	360

Other funds holding GTM

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

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

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

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

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 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

E. Ohman J:or Asset Management's GTM Position: Q4 2023 in Review

E. Ohman J:or Asset Management sold out of ZoomInfo Technologies (GTM) in Q4 2023, closing a stake of 11,600 shares — an estimated $190K sold.

E. Ohman J:or Asset Management first reported a position in GTM in Q4 2021 and held it in 8 quarters. The position peaked at $745K in Q4 2021. 336 funds tracked by Wall St. Rank hold GTM as of Q4 2023.

E. Ohman J:or Asset Management reported no remaining ZoomInfo Technologies position as of Q4 2023 after selling out during the quarter.
E. Ohman J:or Asset Management sold 11,600 ZoomInfo Technologies shares in Q4 2023, an estimated $190K.
E. Ohman J:or Asset Management first reported a position in ZoomInfo Technologies in Q4 2021 and held it in 8 quarters.
E. Ohman J:or Asset Management's ZoomInfo Technologies position peaked at $745K in Q4 2021.
336 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2023.

Based on E. Ohman J:or Asset Management's 13F filing for Q4 2023, filed 15 Feb 2024.