LBC
GTM

Lawrence B. Cohen’s ZoomInfo Technologies GTM Stock Holding History

Lawrence B. Cohen’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 		– Sell
-17,852
Closed -$538K – 93
2022
Q4 		$538K Buy
+17,852
New +$616K 0.28% 70

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

Lawrence B. Cohen's GTM Position: Q1 2023 in Review

Lawrence B. Cohen sold out of ZoomInfo Technologies (GTM) in Q1 2023, closing a stake of 17,852 shares — an estimated $538K sold.

Lawrence B. Cohen first reported a position in GTM in Q4 2022 and held it in 1 quarter. The position peaked at $538K in Q4 2022. 391 funds tracked by Wall St. Rank hold GTM as of Q1 2023.

  • Lawrence B. Cohen reported no remaining ZoomInfo Technologies position as of Q1 2023 after selling out during the quarter.
  • Lawrence B. Cohen sold 17,852 ZoomInfo Technologies shares in Q1 2023, an estimated $538K.
  • Lawrence B. Cohen first reported a position in ZoomInfo Technologies in Q4 2022 and held it in 1 quarter.
  • Lawrence B. Cohen's ZoomInfo Technologies position peaked at $538K in Q4 2022.
  • 391 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2023.

Based on Lawrence B. Cohen's 13F filing for Q1 2023, filed 11 May 2023.