SI
GTM

Stephens Inc’s ZoomInfo Technologies GTM Stock Holding History

Stephens Inc’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
2024
Q2 		– Sell
-796
Closed -$12.8K – 1363
2024
Q1 		$12.8K Sell
796
-3
-0.4% -$49 ﹤0.01% 1304
2023
Q4 		$14.8K Buy
799
+4
+0.5% +$63 ﹤0.01% 1237
2023
Q3 		$13K Buy
795
+109
+16% +$2.23K ﹤0.01% 1204
2023
Q2 		$17.4K Buy
686
+11
+2% +$260 ﹤0.01% 1216
2023
Q1 		$16.7K Buy
675
+327
+94% +$8.39K ﹤0.01% 1173
2022
Q4 		$10.5K Sell
348
-54
-13% -$1.86K ﹤0.01% 1160
2022
Q3 		$17K Buy
402
+202
+101% +$8.58K ﹤0.01% 1185
2022
Q2 		$7K Buy
200
+66
+49% +$2.91K ﹤0.01% 1222
2022
Q1 		$8K Buy
134
+35
+35% +$1.88K ﹤0.01% 1312
2021
Q4 		$6K Buy
99
+3
+3% +$201 ﹤0.01% 1342
2021
Q3 		$6K Buy
+96
New +$5.74K ﹤0.01% 1350

Other funds holding GTM

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stephens Inc's GTM Position: Q2 2024 in Review

Stephens Inc sold out of ZoomInfo Technologies (GTM) in Q2 2024, closing a stake of 796 shares — an estimated $12.8K sold.

Stephens Inc first reported a position in GTM in Q3 2021 and held it in 11 quarters. The position peaked at $17.4K in Q2 2023. 341 funds tracked by Wall St. Rank hold GTM as of Q2 2024.

  • Stephens Inc reported no remaining ZoomInfo Technologies position as of Q2 2024 after selling out during the quarter.
  • Stephens Inc sold 796 ZoomInfo Technologies shares in Q2 2024, an estimated $12.8K.
  • Stephens Inc first reported a position in ZoomInfo Technologies in Q3 2021 and held it in 11 quarters.
  • Stephens Inc's ZoomInfo Technologies position peaked at $17.4K in Q2 2023.
  • 341 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2024.

Based on Stephens Inc's 13F filing for Q2 2024, filed 6 Aug 2024.