SIC
GTM

Sigma Investment Counselors’s ZoomInfo Technologies GTM Stock Holding History

Sigma Investment Counselors’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
Q4 		– Sell
-44,778
Closed -$734K – 201
2023
Q3 		$734K Sell
44,778
-16,313
-27% -$333K 0.06% 110
2023
Q2 		$1.55M Buy
61,091
+21,460
+54% +$508K 0.11% 91
2023
Q1 		$979K Buy
39,631
+295
+0.7% +$7.57K 0.08% 96
2022
Q4 		$1.18M Buy
39,336
+2,682
+7% +$92.6K 0.1% 91
2022
Q3 		$1.53M Buy
+36,654
New +$1.56M 0.13% 87

Other funds holding GTM

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
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
Fidelity Investments
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Sigma Investment Counselors's GTM Position: Q4 2023 in Review

Sigma Investment Counselors sold out of ZoomInfo Technologies (GTM) in Q4 2023, closing a stake of 44,778 shares — an estimated $734K sold.

Sigma Investment Counselors first reported a position in GTM in Q3 2022 and held it in 5 quarters. The position peaked at $1.55M in Q2 2023. 336 funds tracked by Wall St. Rank hold GTM as of Q4 2023.

  • Sigma Investment Counselors reported no remaining ZoomInfo Technologies position as of Q4 2023 after selling out during the quarter.
  • Sigma Investment Counselors sold 44,778 ZoomInfo Technologies shares in Q4 2023, an estimated $734K.
  • Sigma Investment Counselors first reported a position in ZoomInfo Technologies in Q3 2022 and held it in 5 quarters.
  • Sigma Investment Counselors's ZoomInfo Technologies position peaked at $1.55M in Q2 2023.
  • 336 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2023.

Based on Sigma Investment Counselors's 13F filing for Q4 2023, filed 22 Jan 2024.