&Partners’s ZoomInfo Technologies GTM Stock Holding History

&Partners’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 Q2	–	Sell	-5,520	Closed	-$330K	–	216
2022 Q1	$330K	Sell	5,520 -55	-1%	-$2.95K	0.19%	118
2021 Q4	$358K	Hold	5,575	–	–	0.22%	109
2021 Q3	$341K	Hold	5,575	–	–	0.22%	108
2021 Q2	$291K	Sell	5,575 -125	-2%	-$5.88K	0.19%	122
2021 Q1	$279K	Sell	5,700 -1,050	-16%	-$52.7K	0.2%	114
2020 Q4	$326K	Buy	+6,750	New	+$291K	0.27%	84

Other funds holding GTM

TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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

&Partners's GTM Position: Q2 2022 in Review

&Partners sold out of ZoomInfo Technologies (GTM) in Q2 2022, closing a stake of 5,520 shares — an estimated $330K sold.

&Partners first reported a position in GTM in Q4 2020 and held it in 6 quarters. The position peaked at $358K in Q4 2021. 363 funds tracked by Wall St. Rank hold GTM as of Q2 2022.

&Partners reported no remaining ZoomInfo Technologies position as of Q2 2022 after selling out during the quarter.
&Partners sold 5,520 ZoomInfo Technologies shares in Q2 2022, an estimated $330K.
&Partners first reported a position in ZoomInfo Technologies in Q4 2020 and held it in 6 quarters.
&Partners's ZoomInfo Technologies position peaked at $358K in Q4 2021.
363 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2022.

Based on &Partners's 13F filing for Q2 2022, filed 6 Jul 2022.