JG
GTM

Jefferies Group’s ZoomInfo Technologies GTM Stock Holding History

Jefferies Group’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
2022
Q3 		– Sell
-13,843
Closed -$460K – 1991
2022
Q2 		$460K Buy
+13,843
New +$611K ﹤0.01% 1031
2021
Q1 		– Sell
-27,500
Closed -$1.38M – 2051
2020
Q4 		$1.33M Buy
+27,500
New +$1.18M 0.01% 841

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Jefferies Group's GTM Position: Q3 2022 in Review

Jefferies Group sold out of ZoomInfo Technologies (GTM) in Q3 2022, closing a stake of 13,843 shares — an estimated $460K sold.

Jefferies Group first reported a position in GTM in Q4 2020 and held it in 2 quarters. The position peaked at $1.33M in Q4 2020. 421 funds tracked by Wall St. Rank hold GTM as of Q3 2022.

  • Jefferies Group reported no remaining ZoomInfo Technologies position as of Q3 2022 after selling out during the quarter.
  • Jefferies Group sold 13,843 ZoomInfo Technologies shares in Q3 2022, an estimated $460K.
  • Jefferies Group first reported a position in ZoomInfo Technologies in Q4 2020 and held it in 2 quarters.
  • Jefferies Group's ZoomInfo Technologies position peaked at $1.33M in Q4 2020.
  • 421 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.