LBP AM’s ZoomInfo Technologies GTM Stock Holding History

LBP AM’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 Q2	–	Sell	-12,923	Closed	-$319K	–	498
2023 Q1	$319K	Sell	12,923 -900	-7%	-$23.1K	0.01%	448
2022 Q4	$416K	Buy	+13,823	New	+$477K	0.01%	437

Other funds holding GTM

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LBP AM's GTM Position: Q2 2023 in Review

LBP AM sold out of ZoomInfo Technologies (GTM) in Q2 2023, closing a stake of 12,923 shares — an estimated $319K sold.

LBP AM first reported a position in GTM in Q4 2022 and held it in 2 quarters. The position peaked at $416K in Q4 2022. 394 funds tracked by Wall St. Rank hold GTM as of Q2 2023.

LBP AM reported no remaining ZoomInfo Technologies position as of Q2 2023 after selling out during the quarter.
LBP AM sold 12,923 ZoomInfo Technologies shares in Q2 2023, an estimated $319K.
LBP AM first reported a position in ZoomInfo Technologies in Q4 2022 and held it in 2 quarters.
LBP AM's ZoomInfo Technologies position peaked at $416K in Q4 2022.
394 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2023.

Based on LBP AM's 13F filing for Q2 2023, filed 14 Aug 2023.