Sumitomo Mitsui DS Asset Management’s ZoomInfo Technologies GTM Stock Holding History

Sumitomo Mitsui DS Asset Management’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	-25,414	Closed	-$417K	–	809
2023 Q3	$417K	Buy	25,414 +9,209	+57%	+$188K	0.01%	698
2023 Q2	$411K	Sell	16,205 -50,000	-76%	-$1.18M	0.01%	703
2023 Q1	$1.64M	Sell	66,205 -44,590	-40%	-$1.14M	0.03%	424
2022 Q4	$3.34M	Buy	110,795 +93,999	+560%	+$3.24M	0.07%	242
2022 Q3	$700K	Buy	16,796 +755	+5%	+$32.1K	0.02%	571
2022 Q2	$533K	Hold	16,041	–	–	0.01%	615
2022 Q1	$958K	Buy	16,041 +2,734	+21%	+$147K	0.02%	528
2021 Q4	$854K	Buy	+13,307	New	+$891K	0.02%	565

Other funds holding GTM

Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's GTM Position: Q4 2023 in Review

Sumitomo Mitsui DS Asset Management sold out of ZoomInfo Technologies (GTM) in Q4 2023, closing a stake of 25,414 shares — an estimated $417K sold.

Sumitomo Mitsui DS Asset Management first reported a position in GTM in Q4 2021 and held it in 8 quarters. The position peaked at $3.34M in Q4 2022. 337 funds tracked by Wall St. Rank hold GTM as of Q4 2023.

Sumitomo Mitsui DS Asset Management reported no remaining ZoomInfo Technologies position as of Q4 2023 after selling out during the quarter.
Sumitomo Mitsui DS Asset Management sold 25,414 ZoomInfo Technologies shares in Q4 2023, an estimated $417K.
Sumitomo Mitsui DS Asset Management first reported a position in ZoomInfo Technologies in Q4 2021 and held it in 8 quarters.
Sumitomo Mitsui DS Asset Management's ZoomInfo Technologies position peaked at $3.34M in Q4 2022.
337 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2023.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q4 2023, filed 1 Feb 2024.