National Bank of Canada’s ZoomInfo Technologies GTM Stock Holding History

National Bank of Canada’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 Q4	–	Sell	-1,094	Closed	-$17.7K	–	2917
2023 Q3	$17.7K	Buy	1,094 +121	+12%	+$2.47K	﹤0.01%	2068
2023 Q2	$24.7K	Sell	973 -7	-0.7%	-$166	﹤0.01%	1963
2023 Q1	$24.2K	Sell	980 -34,954	-97%	-$897K	﹤0.01%	1910
2022 Q4	$1.08M	Buy	35,934 +34,866	+3,265%	+$1.2M	﹤0.01%	1050
2022 Q3	$44K	Hold	1,068	–	–	﹤0.01%	1744
2022 Q2	$35K	Buy	1,068 +19	+2%	+$838	﹤0.01%	1886
2022 Q1	$63K	Sell	1,049 -9,425	-90%	-$506K	﹤0.01%	1814
2021 Q4	$622K	Buy	+10,474	New	+$701K	﹤0.01%	1183

Other funds holding GTM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HCM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

National Bank of Canada's GTM Position: Q4 2023 in Review

National Bank of Canada sold out of ZoomInfo Technologies (GTM) in Q4 2023, closing a stake of 1,094 shares — an estimated $17.7K sold.

National Bank of Canada first reported a position in GTM in Q4 2021 and held it in 8 quarters. The position peaked at $1.08M in Q4 2022. 336 funds tracked by Wall St. Rank hold GTM as of Q4 2023.

National Bank of Canada reported no remaining ZoomInfo Technologies position as of Q4 2023 after selling out during the quarter.
National Bank of Canada sold 1,094 ZoomInfo Technologies shares in Q4 2023, an estimated $17.7K.
National Bank of Canada first reported a position in ZoomInfo Technologies in Q4 2021 and held it in 8 quarters.
National Bank of Canada's ZoomInfo Technologies position peaked at $1.08M in Q4 2022.
336 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2023.

Based on National Bank of Canada's 13F filing for Q4 2023, filed 6 Feb 2024.