Kayne Anderson Rudnick Investment Management
GTM

Kayne Anderson Rudnick Investment Management’s ZoomInfo Technologies GTM Stock Holding History

Kayne Anderson Rudnick 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
Q3 		– Sell
-60
Closed -$1.52K – 904
2023
Q2 		$1.52K Sell
60
-148
-71% -$3.5K ﹤0.01% 709
2023
Q1 		$5.14K Hold
208
– – ﹤0.01% 591
2022
Q4 		$6.26K Sell
208
-1,262,240
-100% -$43.6M ﹤0.01% 598
2022
Q3 		$52.6M Sell
1,262,448
-47,495
-4% -$2.02M 0.17% 125
2022
Q2 		$43.5M Buy
1,309,943
+36,244
+3% +$1.6M 0.14% 137
2022
Q1 		$76.1M Sell
1,273,699
-33,789
-3% -$1.81M 0.2% 123
2021
Q4 		$83.9M Buy
1,307,488
+4,212
+0.3% +$282K 0.19% 125
2021
Q3 		$79.7M Buy
1,303,276
+732,438
+128% +$43.8M 0.19% 126
2021
Q2 		$29.8M Buy
570,838
+1,322
+0.2% +$62.1K 0.07% 170
2021
Q1 		$27.8M Buy
569,516
+15,017
+3% +$754K 0.07% 169
2020
Q4 		$26.7M Buy
554,499
+35,269
+7% +$1.52M 0.08% 167
2020
Q3 		$22.3M Buy
519,230
+111,399
+27% +$4.37M 0.08% 165
2020
Q2 		$20.8M Buy
+407,831
New +$19.5M 0.09% 158

Other funds holding GTM

CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Kayne Anderson Rudnick Investment Management's GTM Position: Q3 2023 in Review

Kayne Anderson Rudnick Investment Management sold out of ZoomInfo Technologies (GTM) in Q3 2023, closing a stake of 60 shares — an estimated $1.52K sold.

Kayne Anderson Rudnick Investment Management first reported a position in GTM in Q2 2020 and held it in 13 quarters. The position peaked at $83.9M in Q4 2021. 388 funds tracked by Wall St. Rank hold GTM as of Q3 2023.

  • Kayne Anderson Rudnick Investment Management reported no remaining ZoomInfo Technologies position as of Q3 2023 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 60 ZoomInfo Technologies shares in Q3 2023, an estimated $1.52K.
  • Kayne Anderson Rudnick Investment Management first reported a position in ZoomInfo Technologies in Q2 2020 and held it in 13 quarters.
  • Kayne Anderson Rudnick Investment Management's ZoomInfo Technologies position peaked at $83.9M in Q4 2021.
  • 388 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2023.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.