SDH
GTM

Sloy Dahl & Holst’s ZoomInfo Technologies GTM Stock Holding History

Sloy Dahl & Holst’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
Q1 		– Sell
-7,470
Closed -$225K – 71
2022
Q4 		$225K Sell
7,470
-7
-0.1% -$242 0.08% 62
2022
Q3 		$311K Hold
7,477
– – 0.07% 57
2022
Q2 		$249K Sell
7,477
-467
-6% -$20.6K 0.06% 61
2022
Q1 		$475K Buy
+7,944
New +$426K 0.08% 44

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
TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Sloy Dahl & Holst's GTM Position: Q1 2023 in Review

Sloy Dahl & Holst sold out of ZoomInfo Technologies (GTM) in Q1 2023, closing a stake of 7,470 shares — an estimated $225K sold.

Sloy Dahl & Holst first reported a position in GTM in Q1 2022 and held it in 4 quarters. The position peaked at $475K in Q1 2022. 391 funds tracked by Wall St. Rank hold GTM as of Q1 2023.

  • Sloy Dahl & Holst reported no remaining ZoomInfo Technologies position as of Q1 2023 after selling out during the quarter.
  • Sloy Dahl & Holst sold 7,470 ZoomInfo Technologies shares in Q1 2023, an estimated $225K.
  • Sloy Dahl & Holst first reported a position in ZoomInfo Technologies in Q1 2022 and held it in 4 quarters.
  • Sloy Dahl & Holst's ZoomInfo Technologies position peaked at $475K in Q1 2022.
  • 391 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2023.

Based on Sloy Dahl & Holst's 13F filing for Q1 2023, filed 24 Apr 2023.