SI
GTM

Shaker Investments’s ZoomInfo Technologies GTM Stock Holding History

Shaker Investments’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
Q4 		– Sell
-19,231
Closed -$801K – 86
2022
Q3 		$801K Sell
19,231
-18,135
-49% -$770K 0.54% 53
2022
Q2 		$1.24M Buy
37,366
+94
+0.3% +$4.15K 0.79% 41
2022
Q1 		$2.23M Buy
37,272
+309
+0.8% +$16.6K 1.13% 27
2021
Q4 		$2.37M Sell
36,963
-34
-0.1% -$2.28K 1.02% 30
2021
Q3 		$2.26M Buy
36,997
+82
+0.2% +$4.9K 1% 30
2021
Q2 		$1.93M Sell
36,915
-12
-0% -$564 0.89% 36
2021
Q1 		$1.81M Buy
36,927
+48
+0.1% +$2.41K 0.88% 39
2020
Q4 		$1.78M Buy
+36,879
New +$1.59M 0.9% 36

Other funds holding GTM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Shaker Investments's GTM Position: Q4 2022 in Review

Shaker Investments sold out of ZoomInfo Technologies (GTM) in Q4 2022, closing a stake of 19,231 shares — an estimated $801K sold.

Shaker Investments first reported a position in GTM in Q4 2020 and held it in 8 quarters. The position peaked at $2.37M in Q4 2021. 386 funds tracked by Wall St. Rank hold GTM as of Q4 2022.

  • Shaker Investments reported no remaining ZoomInfo Technologies position as of Q4 2022 after selling out during the quarter.
  • Shaker Investments sold 19,231 ZoomInfo Technologies shares in Q4 2022, an estimated $801K.
  • Shaker Investments first reported a position in ZoomInfo Technologies in Q4 2020 and held it in 8 quarters.
  • Shaker Investments's ZoomInfo Technologies position peaked at $2.37M in Q4 2021.
  • 386 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2022.

Based on Shaker Investments's 13F filing for Q4 2022, filed 13 Feb 2023.