LJAC
GTM

L.J. Altfest & Co’s ZoomInfo Technologies GTM Stock Holding History

L.J. Altfest & Co’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
-16,187
Closed -$411K – 318
2023
Q2 		$411K Buy
+16,187
New +$383K 0.06% 205
2023
Q1 		– Sell
-10,278
Closed -$309K – 291
2022
Q4 		$309K Buy
10,278
+2,111
+26% +$72.9K 0.05% 211
2022
Q3 		$340K Buy
8,167
+1,852
+29% +$78.6K 0.06% 188
2022
Q2 		$210K Buy
6,315
+1,690
+37% +$74.6K 0.04% 239
2022
Q1 		$276K Buy
+4,625
New +$248K 0.05% 214
2021
Q3 		– Sell
-4,140
Closed -$216K – 285
2021
Q2 		$216K Buy
+4,140
New +$195K 0.05% 252

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

L.J. Altfest & Co's GTM Position: Q3 2023 in Review

L.J. Altfest & Co sold out of ZoomInfo Technologies (GTM) in Q3 2023, closing a stake of 16,187 shares — an estimated $411K sold.

L.J. Altfest & Co first reported a position in GTM in Q2 2021 and held it in 6 quarters. The position peaked at $411K in Q2 2023. 387 funds tracked by Wall St. Rank hold GTM as of Q3 2023.

  • L.J. Altfest & Co reported no remaining ZoomInfo Technologies position as of Q3 2023 after selling out during the quarter.
  • L.J. Altfest & Co sold 16,187 ZoomInfo Technologies shares in Q3 2023, an estimated $411K.
  • L.J. Altfest & Co first reported a position in ZoomInfo Technologies in Q2 2021 and held it in 6 quarters.
  • L.J. Altfest & Co's ZoomInfo Technologies position peaked at $411K in Q2 2023.
  • 387 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2023.

Based on L.J. Altfest & Co's 13F filing for Q3 2023, filed 26 Oct 2023.