NAM
GTM

Nissay Asset Management’s ZoomInfo Technologies GTM Stock Holding History

Nissay 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
2023
Q4 		– Sell
-28,616
Closed -$469K – 774
2023
Q3 		$469K Sell
28,616
-1,224
-4% -$25K ﹤0.01% 705
2023
Q2 		$758K Buy
29,840
+1,575
+6% +$37.3K 0.01% 661
2023
Q1 		$698K Sell
28,265
-1,121
-4% -$28.8K 0.01% 663
2022
Q4 		$885K Buy
29,386
+75
+0.3% +$2.59K 0.01% 620
2022
Q3 		$1.22M Buy
29,311
+1,091
+4% +$46.3K 0.01% 541
2022
Q2 		$938K Sell
28,220
-2,225
-7% -$98.2K 0.01% 593
2022
Q1 		$1.82M Buy
30,445
+6,328
+26% +$340K 0.02% 491
2021
Q4 		$1.55M Buy
+24,117
New +$1.61M 0.01% 547

Other funds holding GTM

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Nissay Asset Management's GTM Position: Q4 2023 in Review

Nissay Asset Management sold out of ZoomInfo Technologies (GTM) in Q4 2023, closing a stake of 28,616 shares — an estimated $469K sold.

Nissay Asset Management first reported a position in GTM in Q4 2021 and held it in 8 quarters. The position peaked at $1.82M in Q1 2022. 336 funds tracked by Wall St. Rank hold GTM as of Q4 2023.

  • Nissay Asset Management reported no remaining ZoomInfo Technologies position as of Q4 2023 after selling out during the quarter.
  • Nissay Asset Management sold 28,616 ZoomInfo Technologies shares in Q4 2023, an estimated $469K.
  • Nissay Asset Management first reported a position in ZoomInfo Technologies in Q4 2021 and held it in 8 quarters.
  • Nissay Asset Management's ZoomInfo Technologies position peaked at $1.82M in Q1 2022.
  • 336 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2023.

Based on Nissay Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.