LGF
GTM

LGT Group Foundation’s ZoomInfo Technologies GTM Stock Holding History

LGT Group Foundation’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
-198,916
Closed -$4.92M – 269
2023
Q1 		$4.92M Buy
198,916
+5,627
+3% +$144K 0.14% 137
2022
Q4 		$5.82M Buy
193,289
+97,661
+102% +$3.37M 0.18% 116
2022
Q3 		$3.98M Sell
95,628
-92,009
-49% -$3.91M 0.16% 118
2022
Q2 		$6.24M Buy
187,637
+21,385
+13% +$944K 0.19% 105
2022
Q1 		$9.98M Buy
166,252
+73,945
+80% +$3.97M 0.23% 93
2021
Q4 		$5.93M Buy
+92,307
New +$6.18M 0.15% 113

Other funds holding GTM

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LGT Group Foundation's GTM Position: Q2 2023 in Review

LGT Group Foundation sold out of ZoomInfo Technologies (GTM) in Q2 2023, closing a stake of 198,916 shares — an estimated $4.92M sold.

LGT Group Foundation first reported a position in GTM in Q4 2021 and held it in 6 quarters. The position peaked at $9.98M in Q1 2022. 394 funds tracked by Wall St. Rank hold GTM as of Q2 2023.

  • LGT Group Foundation reported no remaining ZoomInfo Technologies position as of Q2 2023 after selling out during the quarter.
  • LGT Group Foundation sold 198,916 ZoomInfo Technologies shares in Q2 2023, an estimated $4.92M.
  • LGT Group Foundation first reported a position in ZoomInfo Technologies in Q4 2021 and held it in 6 quarters.
  • LGT Group Foundation's ZoomInfo Technologies position peaked at $9.98M in Q1 2022.
  • 394 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2023.

Based on LGT Group Foundation's 13F filing for Q2 2023, filed 27 Jul 2023.