KI
GTM

Kula Investments’s ZoomInfo Technologies GTM Stock Holding History

Kula Investments’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 		$1.62M Buy
+65,645
New +$1.68M 0.4% 31

Other funds holding GTM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
Morgan Stanley
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VOYA Investment Management
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

Kula Investments's GTM Position: Q1 2023 in Review

Kula Investments opened a new position in ZoomInfo Technologies (GTM) in Q1 2023: 65,645 shares worth $1.62M. The stake represents 0.4% of the portfolio and ranks #31 among its holdings.

391 funds tracked by Wall St. Rank hold GTM as of Q1 2023.

  • Kula Investments held 65,645 shares of ZoomInfo Technologies worth $1.62M as of Q1 2023.
  • ZoomInfo Technologies was a new Kula Investments position in Q1 2023.
  • ZoomInfo Technologies made up 0.4% of Kula Investments's portfolio in Q1 2023, its #31 holding.
  • 391 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.