MA
GTM

Montag & Associates’s ZoomInfo Technologies GTM Stock Holding History

Montag & Associates’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
Q3 		– Sell
-1,500
Closed -$19.2K – 1054
2024
Q2 		$19.2K Hold
1,500
– – ﹤0.01% 707
2024
Q1 		$24K Buy
+1,500
New +$24.4K ﹤0.01% 681
2023
Q3 		– Sell
-249
Closed -$6.32K – 949
2023
Q2 		$6.32K Hold
249
– – ﹤0.01% 807
2023
Q1 		$6.15K Sell
249
-65
-21% -$1.67K ﹤0.01% 799
2022
Q4 		$9.46K Sell
314
-1,585
-83% -$54.7K ﹤0.01% 738
2022
Q3 		$79K Buy
+1,899
New +$80.6K 0.01% 472

Other funds holding GTM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Montag & Associates's GTM Position: Q3 2024 in Review

Montag & Associates sold out of ZoomInfo Technologies (GTM) in Q3 2024, closing a stake of 1,500 shares — an estimated $19.2K sold.

Montag & Associates first reported a position in GTM in Q3 2022 and held it in 6 quarters. The position peaked at $79K in Q3 2022. 322 funds tracked by Wall St. Rank hold GTM as of Q3 2024.

  • Montag & Associates reported no remaining ZoomInfo Technologies position as of Q3 2024 after selling out during the quarter.
  • Montag & Associates sold 1,500 ZoomInfo Technologies shares in Q3 2024, an estimated $19.2K.
  • Montag & Associates first reported a position in ZoomInfo Technologies in Q3 2022 and held it in 6 quarters.
  • Montag & Associates's ZoomInfo Technologies position peaked at $79K in Q3 2022.
  • 322 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2024.

Based on Montag & Associates's 13F filing for Q3 2024, filed 5 Nov 2024.