EDRH
GTM

Edmond de Rothschild Holding’s ZoomInfo Technologies GTM Stock Holding History

Edmond de Rothschild Holding’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
Q1 		– Sell
-1,504
Closed -$27.8K – 729
2023
Q4 		$27.8K Sell
1,504
-713
-32% -$11.2K ﹤0.01% 613
2023
Q3 		$36.4K Buy
2,217
+52
+2% +$1.06K ﹤0.01% 589
2023
Q2 		$55K Buy
+2,165
New +$51.3K ﹤0.01% 573
2022
Q4 		– Sell
-3,363
Closed -$140K – 841
2022
Q3 		$140K Buy
3,363
+39
+1% +$1.66K ﹤0.01% 525
2022
Q2 		$110K Sell
3,324
-570
-15% -$25.1K ﹤0.01% 571
2022
Q1 		$233K Buy
3,894
+164
+4% +$8.8K 0.01% 472
2021
Q4 		$239K Buy
3,730
+118
+3% +$7.9K 0.01% 512
2021
Q3 		$221K Buy
3,612
+365
+11% +$21.8K 0.01% 526
2021
Q2 		$169K Buy
3,247
+25
+0.8% +$1.18K ﹤0.01% 555
2021
Q1 		$158K Buy
3,222
+108
+3% +$5.42K ﹤0.01% 505
2020
Q4 		$150K Buy
3,114
+2,338
+301% +$101K 0.01% 473
2020
Q3 		$33K Buy
+776
New +$30.4K ﹤0.01% 533

Other funds holding GTM

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
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 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
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Edmond de Rothschild Holding's GTM Position: Q1 2024 in Review

Edmond de Rothschild Holding sold out of ZoomInfo Technologies (GTM) in Q1 2024, closing a stake of 1,504 shares — an estimated $27.8K sold.

Edmond de Rothschild Holding first reported a position in GTM in Q3 2020 and held it in 12 quarters. The position peaked at $239K in Q4 2021. 341 funds tracked by Wall St. Rank hold GTM as of Q1 2024.

  • Edmond de Rothschild Holding reported no remaining ZoomInfo Technologies position as of Q1 2024 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 1,504 ZoomInfo Technologies shares in Q1 2024, an estimated $27.8K.
  • Edmond de Rothschild Holding first reported a position in ZoomInfo Technologies in Q3 2020 and held it in 12 quarters.
  • Edmond de Rothschild Holding's ZoomInfo Technologies position peaked at $239K in Q4 2021.
  • 341 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2024.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2024, filed 8 May 2024.