Mackenzie Financial’s ZoomInfo Technologies GTM Stock Holding History

Mackenzie Financial’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	-66,319	Closed	-$1.06M	–	1646
2024 Q1	$1.06M	Sell	66,319 -170,629	-72%	-$2.78M	﹤0.01%	865
2023 Q4	$4.38M	Buy	236,948 +71,566	+43%	+$1.12M	0.01%	583
2023 Q3	$2.7M	Buy	165,382 +147,615	+831%	+$3.02M	﹤0.01%	655
2023 Q2	$465K	Sell	17,767 -13,681	-44%	-$324K	﹤0.01%	1042
2023 Q1	$777K	Buy	31,448 +9,239	+42%	+$237K	﹤0.01%	910
2022 Q4	$669K	Buy	22,209 +2,800	+14%	+$96.7K	﹤0.01%	846
2022 Q3	$809K	Sell	19,409 -5,765	-23%	-$245K	﹤0.01%	852
2022 Q2	$837K	Buy	25,174 +7,272	+41%	+$321K	﹤0.01%	862
2022 Q1	$1.07M	Buy	17,902 +1,225	+7%	+$65.7K	﹤0.01%	883
2021 Q4	$1.07M	Buy	16,677 +2,697	+19%	+$181K	﹤0.01%	898
2021 Q3	$855K	Buy	+13,980	New	+$836K	﹤0.01%	929

Other funds holding GTM

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

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 $10.6B AUM 11.25% 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 $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial's GTM Position: Q2 2024 in Review

Mackenzie Financial sold out of ZoomInfo Technologies (GTM) in Q2 2024, closing a stake of 66,319 shares — an estimated $1.06M sold.

Mackenzie Financial first reported a position in GTM in Q3 2021 and held it in 11 quarters. The position peaked at $4.38M in Q4 2023. 341 funds tracked by Wall St. Rank hold GTM as of Q2 2024.

Mackenzie Financial reported no remaining ZoomInfo Technologies position as of Q2 2024 after selling out during the quarter.
Mackenzie Financial sold 66,319 ZoomInfo Technologies shares in Q2 2024, an estimated $1.06M.
Mackenzie Financial first reported a position in ZoomInfo Technologies in Q3 2021 and held it in 11 quarters.
Mackenzie Financial's ZoomInfo Technologies position peaked at $4.38M in Q4 2023.
341 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2024.

Based on Mackenzie Financial's 13F filing for Q2 2024, filed 14 Aug 2024.