Panagora Asset Management’s ZoomInfo Technologies GTM Stock Holding History

Panagora 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	-63,270	Closed	-$1.04M	–	1302
2023 Q3	$1.04M	Buy	63,270 +8,301	+15%	+$170K	0.01%	773
2023 Q2	$1.4M	Buy	54,969 +6,379	+13%	+$151K	0.01%	677
2023 Q1	$1.2M	Buy	48,590 +86	+0.2%	+$2.21K	0.01%	758
2022 Q4	$1.46M	Buy	48,504 +23,586	+95%	+$814K	0.01%	737
2022 Q3	$1.04M	Hold	24,918	–	–	0.01%	848
2022 Q2	$828K	Hold	24,918	–	–	0.01%	952
2022 Q1	$1.49M	Buy	24,918 +18,596	+294%	+$998K	0.01%	783
2021 Q4	$406K	Buy	+6,322	New	+$423K	﹤0.01%	1286
2020 Q4	–	Sell	-1,035	Closed	-$44K	–	2957
2020 Q3	$44K	Hold	1,035	–	–	﹤0.01%	2050
2020 Q2	$53K	Buy	+1,035	New	+$49.5K	﹤0.01%	1963

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

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

Panagora Asset Management sold out of ZoomInfo Technologies (GTM) in Q4 2023, closing a stake of 63,270 shares — an estimated $1.04M sold.

Panagora Asset Management first reported a position in GTM in Q2 2020 and held it in 10 quarters. The position peaked at $1.49M in Q1 2022. 336 funds tracked by Wall St. Rank hold GTM as of Q4 2023.

Panagora Asset Management reported no remaining ZoomInfo Technologies position as of Q4 2023 after selling out during the quarter.
Panagora Asset Management sold 63,270 ZoomInfo Technologies shares in Q4 2023, an estimated $1.04M.
Panagora Asset Management first reported a position in ZoomInfo Technologies in Q2 2020 and held it in 10 quarters.
Panagora Asset Management's ZoomInfo Technologies position peaked at $1.49M in Q1 2022.
336 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2023.

Based on Panagora Asset Management's 13F filing for Q4 2023, filed 8 Feb 2024.