SC
GTM

Schubert & Co’s ZoomInfo Technologies GTM Stock Holding History

Schubert & Co’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
Q2 		– Sell
-7
Closed -$173 – 1567
2023
Q1 		$173 Buy
7
+4
+133% +$103 ﹤0.01% 1562
2022
Q4 		$90 Buy
+3
New +$104 ﹤0.01% 1588

Other funds holding GTM

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
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
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schubert & Co's GTM Position: Q2 2023 in Review

Schubert & Co sold out of ZoomInfo Technologies (GTM) in Q2 2023, closing a stake of 7 shares — an estimated $173 sold.

Schubert & Co first reported a position in GTM in Q4 2022 and held it in 2 quarters. The position peaked at $173 in Q1 2023. 394 funds tracked by Wall St. Rank hold GTM as of Q2 2023.

  • Schubert & Co reported no remaining ZoomInfo Technologies position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 7 ZoomInfo Technologies shares in Q2 2023, an estimated $173.
  • Schubert & Co first reported a position in ZoomInfo Technologies in Q4 2022 and held it in 2 quarters.
  • Schubert & Co's ZoomInfo Technologies position peaked at $173 in Q1 2023.
  • 394 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.