SFG
GTM

Steward Financial Group’s ZoomInfo Technologies GTM Stock Holding History

Steward Financial Group’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
Q2 		– Sell
-22
Closed – – 1029
2023
Q1 		$0 Buy
22
+21
+2,100% +$539 ﹤0.01% 934
2022
Q4 		$0 Buy
+1
New +$35 ﹤0.01% 845

Other funds holding GTM

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
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
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steward Financial Group's GTM Position: Q2 2023 in Review

Steward Financial Group sold out of ZoomInfo Technologies (GTM) in Q2 2023, closing a stake of 22 shares.

Steward Financial Group first reported a position in GTM in Q4 2022 and held it in 2 quarters. The position peaked at $0 in Q1 2023. 394 funds tracked by Wall St. Rank hold GTM as of Q2 2023.

  • Steward Financial Group reported no remaining ZoomInfo Technologies position as of Q2 2023 after selling out during the quarter.
  • Steward Financial Group sold 22 ZoomInfo Technologies shares in Q2 2023.
  • Steward Financial Group first reported a position in ZoomInfo Technologies in Q4 2022 and held it in 2 quarters.
  • Steward Financial Group's ZoomInfo Technologies position peaked at $0 in Q1 2023.
  • 394 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2023.

Based on Steward Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.