UBS AM’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
1,281,098
+318,787
| +33% | +$3.23M | ﹤0.01% | 1233 |
|
|
2025
Q1 | $9.62M | Buy |
962,311
+25,710
| +3% | +$257K | ﹤0.01% | 1246 |
|
|
2024
Q4 | $9.84M | Buy |
936,601
+139,629
| +18% | +$1.47M | ﹤0.01% | 1253 |
|
|
2024
Q3 | $8.22M | Sell |
796,972
-3,658
| -0.5% | -$37.8K | ﹤0.01% | 1318 |
|
|
2024
Q2 | $10.2M | Buy |
800,630
+282,520
| +55% | +$3.61M | ﹤0.01% | 1121 |
|
|
2024
Q1 | $8.31M | Sell |
518,110
-174,318
| -25% | -$2.79M | ﹤0.01% | 1063 |
|
|
2023
Q4 | $12.8M | Sell |
692,428
-897,102
| -56% | -$16.6M | 0.01% | 909 |
|
|
2023
Q3 | $26.1M | Buy |
1,589,530
+74,505
| +5% | +$1.22M | 0.01% | 708 |
|
|
2023
Q2 | $37.4M | Hold |
1,515,025
| – | – | 0.02% | 626 |
|
|
2023
Q1 | $37.4M | Sell |
1,515,025
-1,746,188
| -54% | -$43.1M | 0.02% | 626 |
|
|
2022
Q4 | $98.2M | Sell |
3,261,213
-600,484
| -16% | -$18.1M | 0.05% | 383 |
|
|
2022
Q3 | $161M | Sell |
3,861,697
-543,577
| -12% | -$22.6M | 0.09% | 245 |
|
|
2022
Q2 | $146M | Buy |
4,405,274
+1,050,243
| +31% | +$34.9M | 0.08% | 279 |
|
|
2022
Q1 | $200M | Sell |
3,355,031
-117,039
| -3% | -$6.99M | 0.09% | 253 |
|
|
2021
Q4 | $223M | Buy |
3,472,070
+3,271,513
| +1,631% | +$210M | 0.09% | 256 |
|
|
2021
Q3 | $12.3M | Buy |
200,557
+111,480
| +125% | +$6.82M | 0.01% | 1015 |
|
|
2021
Q2 | $4.65M | Buy |
89,077
+14,830
| +20% | +$774K | ﹤0.01% | 1408 |
|
|
2021
Q1 | $3.63M | Buy |
74,247
+11,214
| +18% | +$548K | ﹤0.01% | 1489 |
|
|
2020
Q4 | $3.04M | Buy |
63,033
+47,569
| +308% | +$2.29M | ﹤0.01% | 1516 |
|
|
2020
Q3 | $665K | Hold |
15,464
| – | – | ﹤0.01% | 2007 |
|
|
2020
Q2 | $789K | Buy |
+15,464
| New | +$789K | ﹤0.01% | 1901 |
|