SEI Investments’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Sell |
55,356
-223,896
| -80% | -$2.26M | ﹤0.01% | 2133 |
|
|
2025
Q1 | $2.79M | Buy |
279,252
+97,560
| +54% | +$976K | ﹤0.01% | 1500 |
|
|
2024
Q4 | $1.91M | Buy |
181,692
+146,681
| +419% | +$1.54M | ﹤0.01% | 1692 |
|
|
2024
Q3 | $361K | Sell |
35,011
-113,391
| -76% | -$1.17M | ﹤0.01% | 2286 |
|
|
2024
Q2 | $1.9M | Buy |
148,402
+3,984
| +3% | +$50.9K | ﹤0.01% | 1652 |
|
|
2024
Q1 | $2.32M | Sell |
144,418
-3,095
| -2% | -$49.6K | ﹤0.01% | 1568 |
|
|
2023
Q4 | $2.73M | Sell |
147,513
-230,963
| -61% | -$4.27M | ﹤0.01% | 1463 |
|
|
2023
Q3 | $6.21M | Sell |
378,476
-122,166
| -24% | -$2M | 0.01% | 1064 |
|
|
2023
Q2 | $12.7M | Buy |
500,642
+40,276
| +9% | +$1.02M | 0.02% | 750 |
|
|
2023
Q1 | $11.4M | Sell |
460,366
-4,388
| -0.9% | -$108K | 0.02% | 770 |
|
|
2022
Q4 | $14M | Sell |
464,754
-319,239
| -41% | -$9.61M | 0.03% | 598 |
|
|
2022
Q3 | $32.7M | Buy |
783,993
+57,153
| +8% | +$2.38M | 0.07% | 291 |
|
|
2022
Q2 | $24.2M | Buy |
726,840
+382,151
| +111% | +$12.7M | 0.05% | 400 |
|
|
2022
Q1 | $20.6M | Buy |
344,689
+59,886
| +21% | +$3.58M | 0.04% | 470 |
|
|
2021
Q4 | $18.3M | Buy |
284,803
+23,302
| +9% | +$1.5M | 0.03% | 511 |
|
|
2021
Q3 | $16M | Buy |
261,501
+61,096
| +30% | +$3.74M | 0.03% | 536 |
|
|
2021
Q2 | $10.5M | Buy |
200,405
+57,267
| +40% | +$2.99M | 0.02% | 713 |
|
|
2021
Q1 | $7M | Buy |
143,138
+110,138
| +334% | +$5.39M | 0.02% | 850 |
|
|
2020
Q4 | $1.59M | Hold |
33,000
| – | – | ﹤0.01% | 1489 |
|
|
2020
Q3 | $1.42M | Buy |
33,000
+18,098
| +121% | +$778K | ﹤0.01% | 1447 |
|
|
2020
Q2 | $760K | Buy |
+14,902
| New | +$760K | ﹤0.01% | 1675 |
|