New York Life Investment Management’s ZoomInfo Technologies GTM Stock Holding History

New York Life Investment 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
2024 Q3	–	Sell	-31,424	Closed	-$401K	–	882
2024 Q2	$401K	Buy	31,424 +1,566	+5%	+$21.9K	﹤0.01%	813
2024 Q1	$479K	Sell	29,858 -2,438	-8%	-$39.7K	﹤0.01%	791
2023 Q4	$597K	Buy	32,296 +2,033	+7%	+$31.9K	0.01%	772
2023 Q3	$496K	Buy	30,263 +15,983	+112%	+$327K	0.01%	773
2023 Q2	$363K	Buy	+14,280	New	+$338K	﹤0.01%	1133
2022 Q4	–	Sell	-5,015	Closed	-$209K	–	1208
2022 Q3	$209K	Buy	+5,015	New	+$213K	﹤0.01%	1179

Other funds holding GTM

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

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

BlackRock New York $6.73T AUM 46.02% 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

Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

New York Life Investment Management's GTM Position: Q3 2024 in Review

New York Life Investment Management sold out of ZoomInfo Technologies (GTM) in Q3 2024, closing a stake of 31,424 shares — an estimated $401K sold.

New York Life Investment Management first reported a position in GTM in Q3 2022 and held it in 6 quarters. The position peaked at $597K in Q4 2023. 323 funds tracked by Wall St. Rank hold GTM as of Q3 2024.

New York Life Investment Management reported no remaining ZoomInfo Technologies position as of Q3 2024 after selling out during the quarter.
New York Life Investment Management sold 31,424 ZoomInfo Technologies shares in Q3 2024, an estimated $401K.
New York Life Investment Management first reported a position in ZoomInfo Technologies in Q3 2022 and held it in 6 quarters.
New York Life Investment Management's ZoomInfo Technologies position peaked at $597K in Q4 2023.
323 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2024.

Based on New York Life Investment Management's 13F filing for Q3 2024, filed 7 Nov 2024.