Gries Financial’s ZoomInfo Technologies GTM Stock Holding History

Gries Financial’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
2025 Q1	–	Sell	-13,958	Closed	-$147K	–	312
2024 Q4	$147K	Buy	+13,958	New	+$149K	0.03%	274

Other funds holding GTM

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

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

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Gries Financial's GTM Position: Q1 2025 in Review

Gries Financial sold out of ZoomInfo Technologies (GTM) in Q1 2025, closing a stake of 13,958 shares — an estimated $147K sold.

Gries Financial first reported a position in GTM in Q4 2024 and held it in 1 quarter. The position peaked at $147K in Q4 2024. 360 funds tracked by Wall St. Rank hold GTM as of Q1 2025.

Gries Financial reported no remaining ZoomInfo Technologies position as of Q1 2025 after selling out during the quarter.
Gries Financial sold 13,958 ZoomInfo Technologies shares in Q1 2025, an estimated $147K.
Gries Financial first reported a position in ZoomInfo Technologies in Q4 2024 and held it in 1 quarter.
Gries Financial's ZoomInfo Technologies position peaked at $147K in Q4 2024.
360 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2025.

Based on Gries Financial's 13F filing for Q1 2025, filed 5 May 2025.