Sandy Spring Bank’s ZoomInfo Technologies GTM Stock Holding History

Sandy Spring Bank’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 Q3	–	Sell	-1	Closed	-$26	–	1289
2023 Q2	$26	Hold	1	–	–	﹤0.01%	1213
2023 Q1	$25	Hold	1	–	–	﹤0.01%	1151
2022 Q4	$30	Buy	+1	New	+$35	﹤0.01%	1132
2021 Q4	–	Sell	-50	Closed	-$3K	–	1261
2021 Q3	$3K	Buy	+50	New	+$2.99K	﹤0.01%	1044
2021 Q1	–	Sell	-50	Closed	-$2K	–	1055
2020 Q4	$2K	Buy	+50	New	+$2.15K	﹤0.01%	906

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Sandy Spring Bank's GTM Position: Q3 2023 in Review

Sandy Spring Bank sold out of ZoomInfo Technologies (GTM) in Q3 2023, closing a stake of 1 share — an estimated $26 sold.

Sandy Spring Bank first reported a position in GTM in Q4 2020 and held it in 5 quarters. The position peaked at $3K in Q3 2021. 387 funds tracked by Wall St. Rank hold GTM as of Q3 2023.

Sandy Spring Bank reported no remaining ZoomInfo Technologies position as of Q3 2023 after selling out during the quarter.
Sandy Spring Bank sold 1 ZoomInfo Technologies share in Q3 2023, an estimated $26.
Sandy Spring Bank first reported a position in ZoomInfo Technologies in Q4 2020 and held it in 5 quarters.
Sandy Spring Bank's ZoomInfo Technologies position peaked at $3K in Q3 2021.
387 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2023.

Based on Sandy Spring Bank's 13F filing for Q3 2023, filed 30 Oct 2023.