Industrial Alliance Investment Management’s ZoomInfo Technologies GTM Stock Holding History

Industrial Alliance Investment 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 Q2	–	Sell	-18,040	Closed	-$446K	–	509
2023 Q1	$446K	Sell	18,040 -137,273	-88%	-$3.52M	0.01%	369
2022 Q4	$4.68M	Sell	155,313 -139,370	-47%	-$4.81M	0.13%	148
2022 Q3	$12.3M	Sell	294,683 -4,750	-2%	-$202K	0.36%	71
2022 Q2	$9.95M	Buy	299,433 +104,850	+54%	+$4.63M	0.28%	86
2022 Q1	$11.6M	Sell	194,583 -107,077	-35%	-$5.75M	0.28%	88
2021 Q4	$19.4M	Buy	+301,660	New	+$20.2M	0.45%	47

Other funds holding GTM

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

HCM

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Industrial Alliance Investment Management's GTM Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of ZoomInfo Technologies (GTM) in Q2 2023, closing a stake of 18,040 shares — an estimated $446K sold.

Industrial Alliance Investment Management first reported a position in GTM in Q4 2021 and held it in 6 quarters. The position peaked at $19.4M in Q4 2021. 394 funds tracked by Wall St. Rank hold GTM as of Q2 2023.

Industrial Alliance Investment Management reported no remaining ZoomInfo Technologies position as of Q2 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 18,040 ZoomInfo Technologies shares in Q2 2023, an estimated $446K.
Industrial Alliance Investment Management first reported a position in ZoomInfo Technologies in Q4 2021 and held it in 6 quarters.
Industrial Alliance Investment Management's ZoomInfo Technologies position peaked at $19.4M in Q4 2021.
394 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.