ONGA
GTM

O'Neil Global Advisors’s ZoomInfo Technologies GTM Stock Holding History

O'Neil Global Advisors’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
2021
Q4 		– Sell
-47,474
Closed -$2.9M – 104
2021
Q3 		$2.9M Sell
47,474
-35,571
-43% -$2.13M 2.23% 9
2021
Q2 		$4.33M Buy
+83,045
New +$3.9M 1.36% 17

Other funds holding GTM

TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

O'Neil Global Advisors's GTM Position: Q4 2021 in Review

O'Neil Global Advisors sold out of ZoomInfo Technologies (GTM) in Q4 2021, closing a stake of 47,474 shares — an estimated $2.9M sold.

O'Neil Global Advisors first reported a position in GTM in Q2 2021 and held it in 2 quarters. The position peaked at $4.33M in Q2 2021. 336 funds tracked by Wall St. Rank hold GTM as of Q4 2021.

  • O'Neil Global Advisors reported no remaining ZoomInfo Technologies position as of Q4 2021 after selling out during the quarter.
  • O'Neil Global Advisors sold 47,474 ZoomInfo Technologies shares in Q4 2021, an estimated $2.9M.
  • O'Neil Global Advisors first reported a position in ZoomInfo Technologies in Q2 2021 and held it in 2 quarters.
  • O'Neil Global Advisors's ZoomInfo Technologies position peaked at $4.33M in Q2 2021.
  • 336 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2021.

Based on O'Neil Global Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.