HFM
GTM

Harvest Fund Management’s ZoomInfo Technologies GTM Stock Holding History

Harvest Fund 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
Q3 		– Sell
-175
Closed -$4K – 727
2023
Q2 		$4K Buy
+175
New +$4.14K ﹤0.01% 610
2022
Q4 		– Sell
-547
Closed -$23K – 877
2022
Q3 		$23K Hold
547
– – 0.01% 541
2022
Q2 		$18K Hold
547
– – 0.01% 548
2022
Q1 		$32K Hold
547
– – 0.01% 519
2021
Q4 		$35K Buy
+547
New +$36.6K 0.01% 537

Other funds holding GTM

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
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
Wellington Management Group
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
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
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
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Harvest Fund Management's GTM Position: Q3 2023 in Review

Harvest Fund Management sold out of ZoomInfo Technologies (GTM) in Q3 2023, closing a stake of 175 shares — an estimated $4K sold.

Harvest Fund Management first reported a position in GTM in Q4 2021 and held it in 5 quarters. The position peaked at $35K in Q4 2021. 387 funds tracked by Wall St. Rank hold GTM as of Q3 2023.

  • Harvest Fund Management reported no remaining ZoomInfo Technologies position as of Q3 2023 after selling out during the quarter.
  • Harvest Fund Management sold 175 ZoomInfo Technologies shares in Q3 2023, an estimated $4K.
  • Harvest Fund Management first reported a position in ZoomInfo Technologies in Q4 2021 and held it in 5 quarters.
  • Harvest Fund Management's ZoomInfo Technologies position peaked at $35K in Q4 2021.
  • 387 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2023.

Based on Harvest Fund Management's 13F filing for Q3 2023, filed 7 Nov 2023.