SSG
GTM

Summit Securities Group’s ZoomInfo Technologies GTM Stock Holding History

Summit Securities 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
2021
Q4 		– Sell
-205
Closed -$5.36M – 984
2021
Q3 		$5.36M Buy
+205
New +$12.3K 0.42% 56
2021
Q2 		– Sell
-190
Closed -$929K – 901
2021
Q1 		$929K Buy
190
+170
+850% +$8.54K 0.1% 207
2020
Q4 		$675K Buy
+20
New +$861 0.06% 295

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
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Summit Securities Group's GTM Position: Q2 2025 in Review

Summit Securities Group sold out of ZoomInfo Technologies (GTM) in Q2 2025, closing a stake of 678 shares — an estimated $6.78K sold.

Summit Securities Group first reported a position in GTM in Q1 2021 and held it in 3 quarters. The position peaked at $202K in Q1 2021. 353 funds tracked by Wall St. Rank hold GTM as of Q2 2025.

  • Summit Securities Group reported no remaining ZoomInfo Technologies position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 678 ZoomInfo Technologies shares in Q2 2025, an estimated $6.78K.
  • Summit Securities Group first reported a position in ZoomInfo Technologies in Q1 2021 and held it in 3 quarters.
  • Summit Securities Group's ZoomInfo Technologies position peaked at $202K in Q1 2021.
  • 353 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.