ORI
GTM

Oak Ridge Investments’s ZoomInfo Technologies GTM Stock Holding History

Oak Ridge Investments’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
2022
Q4 		– Sell
-8,356
Closed -$348K – 160
2022
Q3 		$348K Hold
8,356
– – 0.05% 146
2022
Q2 		$278K Hold
8,356
– – 0.04% 148
2022
Q1 		$499K Sell
8,356
-20
-0.2% -$1.07K 0.06% 144
2021
Q4 		$538K Sell
8,376
-489
-6% -$32.7K 0.05% 160
2021
Q3 		$542K Buy
+8,865
New +$530K 0.05% 163

Other funds holding GTM

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CG
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Oak Ridge Investments's GTM Position: Q4 2022 in Review

Oak Ridge Investments sold out of ZoomInfo Technologies (GTM) in Q4 2022, closing a stake of 8,356 shares — an estimated $348K sold.

Oak Ridge Investments first reported a position in GTM in Q3 2021 and held it in 5 quarters. The position peaked at $542K in Q3 2021. 386 funds tracked by Wall St. Rank hold GTM as of Q4 2022.

  • Oak Ridge Investments reported no remaining ZoomInfo Technologies position as of Q4 2022 after selling out during the quarter.
  • Oak Ridge Investments sold 8,356 ZoomInfo Technologies shares in Q4 2022, an estimated $348K.
  • Oak Ridge Investments first reported a position in ZoomInfo Technologies in Q3 2021 and held it in 5 quarters.
  • Oak Ridge Investments's ZoomInfo Technologies position peaked at $542K in Q3 2021.
  • 386 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2022.

Based on Oak Ridge Investments's 13F filing for Q4 2022, filed 24 Jan 2023.