UAM
GTM

UAS Asset Management’s ZoomInfo Technologies GTM Stock Holding History

UAS 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
Q1 		– Sell
-25,075
Closed -$755K – 28
2022
Q4 		$755K Buy
+25,075
New +$866K 0.27% 18
2022
Q1 		– Sell
-181,014
Closed -$11.6M – 23
2021
Q4 		$11.6M Sell
181,014
-120,748
-40% -$8.08M 2.58% 7
2021
Q3 		$18.5M Buy
301,762
+153,159
+103% +$9.16M 4.82% 5
2021
Q2 		$7.75M Buy
+148,603
New +$6.98M 1.9% 8

Other funds holding GTM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

UAS Asset Management's GTM Position: Q1 2023 in Review

UAS Asset Management sold out of ZoomInfo Technologies (GTM) in Q1 2023, closing a stake of 25,075 shares — an estimated $755K sold.

UAS Asset Management first reported a position in GTM in Q2 2021 and held it in 4 quarters. The position peaked at $18.5M in Q3 2021. 391 funds tracked by Wall St. Rank hold GTM as of Q1 2023.

  • UAS Asset Management reported no remaining ZoomInfo Technologies position as of Q1 2023 after selling out during the quarter.
  • UAS Asset Management sold 25,075 ZoomInfo Technologies shares in Q1 2023, an estimated $755K.
  • UAS Asset Management first reported a position in ZoomInfo Technologies in Q2 2021 and held it in 4 quarters.
  • UAS Asset Management's ZoomInfo Technologies position peaked at $18.5M in Q3 2021.
  • 391 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2023.

Based on UAS Asset Management's 13F filing for Q1 2023, filed 15 May 2023.