La Financiere de L'Echiquier’s ZoomInfo Technologies GTM Stock Holding History

La Financiere de L'Echiquier’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
2024 Q2	–	Sell	-1,056,000	Closed	-$16.9M	–	119
2024 Q1	$16.9M	Sell	1,056,000 -124,602	-11%	-$2.03M	0.73%	36
2023 Q4	$21.8M	Sell	1,180,602 -1,073	-0.1%	-$16.8K	1.01%	26
2023 Q3	$19.4M	Buy	1,181,675 +18,965	+2%	+$388K	1%	26
2023 Q2	$29.5M	Buy	1,162,710 +132,190	+13%	+$3.13M	1.48%	21
2023 Q1	$25.5M	Buy	1,030,520 +97,520	+10%	+$2.5M	1.34%	27
2022 Q4	$28.1M	Buy	933,000 +53,000	+6%	+$1.83M	1.77%	17
2022 Q3	$36.7M	Sell	880,000 -187,000	-18%	-$7.94M	2.33%	14
2022 Q2	$35.5M	Sell	1,067,000 -119,000	-10%	-$5.25M	2.1%	16
2022 Q1	$70.9M	Sell	1,186,000 -304,700	-20%	-$16.3M	2.92%	5
2021 Q4	$95.7M	Sell	1,490,700 -49,400	-3%	-$3.31M	3.22%	6
2021 Q3	$94.2M	Buy	1,540,100 +133,100	+9%	+$7.96M	3.16%	6
2021 Q2	$73.4M	Buy	1,407,000 +33,250	+2%	+$1.56M	2.81%	9
2021 Q1	$67.2M	Buy	1,373,750 +498,350	+57%	+$25M	2.72%	8
2020 Q4	$42.2M	Buy	+875,400	New	+$37.7M	2.01%	20

Other funds holding GTM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

La Financiere de L'Echiquier's GTM Position: Q2 2024 in Review

La Financiere de L'Echiquier sold out of ZoomInfo Technologies (GTM) in Q2 2024, closing a stake of 1,056,000 shares — an estimated $16.9M sold.

La Financiere de L'Echiquier first reported a position in GTM in Q4 2020 and held it in 14 quarters. The position peaked at $95.7M in Q4 2021. 342 funds tracked by Wall St. Rank hold GTM as of Q2 2024.

La Financiere de L'Echiquier reported no remaining ZoomInfo Technologies position as of Q2 2024 after selling out during the quarter.
La Financiere de L'Echiquier sold 1,056,000 ZoomInfo Technologies shares in Q2 2024, an estimated $16.9M.
La Financiere de L'Echiquier first reported a position in ZoomInfo Technologies in Q4 2020 and held it in 14 quarters.
La Financiere de L'Echiquier's ZoomInfo Technologies position peaked at $95.7M in Q4 2021.
342 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2024.

Based on La Financiere de L'Echiquier's 13F filing for Q2 2024, filed 18 Jul 2024.