Echo Street Capital Management’s ZoomInfo Technologies GTM Stock Holding History

Echo Street Capital 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	-12,666	Closed	-$208K	–	441
2023 Q3	$208K	Buy	+12,666	New	+$259K	﹤0.01%	435
2023 Q2	–	Sell	-26,947	Closed	-$666K	–	629
2023 Q1	$666K	Buy	+26,947	New	+$692K	0.01%	197
2022 Q4	–	Sell	-9,946	Closed	-$414K	–	678
2022 Q3	$414K	Buy	9,946 +549	+6%	+$23.3K	﹤0.01%	323
2022 Q2	$312K	Buy	+9,397	New	+$415K	﹤0.01%	419

Other funds holding GTM

Carlyle Group Washington, District of Columbia $10B AUM 10.61% 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 $6.73T AUM 46.02% 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

Echo Street Capital Management's GTM Position: Q4 2023 in Review

Echo Street Capital Management sold out of ZoomInfo Technologies (GTM) in Q4 2023, closing a stake of 12,666 shares — an estimated $208K sold.

Echo Street Capital Management first reported a position in GTM in Q2 2022 and held it in 4 quarters. The position peaked at $666K in Q1 2023. 337 funds tracked by Wall St. Rank hold GTM as of Q4 2023.

Echo Street Capital Management reported no remaining ZoomInfo Technologies position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 12,666 ZoomInfo Technologies shares in Q4 2023, an estimated $208K.
Echo Street Capital Management first reported a position in ZoomInfo Technologies in Q2 2022 and held it in 4 quarters.
Echo Street Capital Management's ZoomInfo Technologies position peaked at $666K in Q1 2023.
337 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.