Harbor Advisors’s ZoomInfo Technologies GTM Stock Holding History

Harbor Advisors’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 Q1	–	Sell	-18,500	Closed	-$557K	–	160
2022 Q4	$557K	Buy	18,500 +3,000	+19%	+$104K	0.14%	81
2022 Q3	$646K	Hold	15,500	–	–	0.17%	73
2022 Q2	$515K	Hold	15,500	–	–	0.13%	84
2022 Q1	$926K	Hold	15,500	–	–	0.19%	60
2021 Q4	$995K	Hold	15,500	–	–	0.19%	62
2021 Q3	$948K	Hold	15,500	–	–	0.19%	58
2021 Q2	$809K	Hold	15,500	–	–	0.16%	70
2021 Q1	$758K	Hold	15,500	–	–	0.17%	73
2020 Q4	$748K	Buy	15,500 +3,000	+24%	+$129K	0.17%	66
2020 Q3	$537K	Hold	12,500	–	–	0.13%	73
2020 Q2	$638K	Buy	+12,500	New	+$597K	0.16%	59

Other funds holding GTM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return

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

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Harbor Advisors's GTM Position: Q1 2023 in Review

Harbor Advisors sold out of ZoomInfo Technologies (GTM) in Q1 2023, closing a stake of 18,500 shares — an estimated $557K sold.

Harbor Advisors first reported a position in GTM in Q2 2020 and held it in 11 quarters. The position peaked at $995K in Q4 2021. 391 funds tracked by Wall St. Rank hold GTM as of Q1 2023.

Harbor Advisors reported no remaining ZoomInfo Technologies position as of Q1 2023 after selling out during the quarter.
Harbor Advisors sold 18,500 ZoomInfo Technologies shares in Q1 2023, an estimated $557K.
Harbor Advisors first reported a position in ZoomInfo Technologies in Q2 2020 and held it in 11 quarters.
Harbor Advisors's ZoomInfo Technologies position peaked at $995K in Q4 2021.
391 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2023.

Based on Harbor Advisors's 13F filing for Q1 2023, filed 11 May 2023.