MAM
GTM

McCarthy Asset Management’s ZoomInfo Technologies GTM Stock Holding History

McCarthy Asset Management’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
2021
Q3 		– Sell
-406
Closed -$21K – 386
2021
Q2 		$21K Hold
406
– – 0.01% 161
2021
Q1 		$20K Hold
406
– – 0.02% 151
2020
Q4 		$20K Buy
+406
New +$17.5K 0.02% 144

Other funds holding GTM

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

McCarthy Asset Management's GTM Position: Q3 2021 in Review

McCarthy Asset Management sold out of ZoomInfo Technologies (GTM) in Q3 2021, closing a stake of 406 shares — an estimated $21K sold.

McCarthy Asset Management first reported a position in GTM in Q4 2020 and held it in 3 quarters. The position peaked at $21K in Q2 2021. 282 funds tracked by Wall St. Rank hold GTM as of Q3 2021.

  • McCarthy Asset Management reported no remaining ZoomInfo Technologies position as of Q3 2021 after selling out during the quarter.
  • McCarthy Asset Management sold 406 ZoomInfo Technologies shares in Q3 2021, an estimated $21K.
  • McCarthy Asset Management first reported a position in ZoomInfo Technologies in Q4 2020 and held it in 3 quarters.
  • McCarthy Asset Management's ZoomInfo Technologies position peaked at $21K in Q2 2021.
  • 282 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2021.

Based on McCarthy Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.