Truvestments Capital’s ZoomInfo Technologies GTM Stock Holding History

Truvestments Capital’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
2025 Q1	–	Sell	-569	Closed	-$5.98K	–	1170
2024 Q4	$5.98K	Sell	569 -101	-15%	-$1.08K	﹤0.01%	673
2024 Q3	$6.91K	Buy	+670	New	+$7.02K	﹤0.01%	640
2024 Q2	–	Sell	-910	Closed	-$14.6K	–	706
2024 Q1	$14.6K	Sell	910 -4,056	-82%	-$66K	0.01%	464
2023 Q4	$91.8K	Sell	4,966 -502	-9%	-$7.87K	0.04%	267
2023 Q3	$89.7K	Sell	5,468 -609	-10%	-$12.4K	0.05%	238
2023 Q2	$154K	Hold	6,077	–	–	0.08%	211
2023 Q1	$150K	Sell	6,077 -678	-10%	-$17.4K	0.08%	205
2022 Q4	$203K	Buy	6,755 +5,376	+390%	+$186K	0.11%	138
2022 Q3	$57K	Sell	1,379 -45	-3%	-$1.91K	0.04%	237
2022 Q2	$47K	Buy	+1,424	New	+$62.8K	0.03%	261
2022 Q1	–	Sell	-900	Closed	-$58K	–	569
2021 Q4	$58K	Hold	900	–	–	0.03%	254
2021 Q3	$55K	Buy	+900	New	+$53.8K	0.03%	246

Other funds holding GTM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Truvestments Capital's GTM Position: Q1 2025 in Review

Truvestments Capital sold out of ZoomInfo Technologies (GTM) in Q1 2025, closing a stake of 569 shares — an estimated $5.98K sold.

Truvestments Capital first reported a position in GTM in Q3 2021 and held it in 12 quarters. The position peaked at $203K in Q4 2022. 360 funds tracked by Wall St. Rank hold GTM as of Q1 2025.

Truvestments Capital reported no remaining ZoomInfo Technologies position as of Q1 2025 after selling out during the quarter.
Truvestments Capital sold 569 ZoomInfo Technologies shares in Q1 2025, an estimated $5.98K.
Truvestments Capital first reported a position in ZoomInfo Technologies in Q3 2021 and held it in 12 quarters.
Truvestments Capital's ZoomInfo Technologies position peaked at $203K in Q4 2022.
360 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2025.

Based on Truvestments Capital's 13F filing for Q1 2025, filed 14 May 2025.