UBS O'Connor’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,000
| Closed | -$105K | – | 435 |
|
|
2024
Q4 | $105K | Hold |
10,000
| – | – | ﹤0.01% | 316 |
|
|
2024
Q3 | $103K | Sell |
10,000
-55,000
| -85% | -$568K | ﹤0.01% | 375 |
|
|
2024
Q2 | $830K | Buy |
+65,000
| New | +$830K | 0.02% | 313 |
|
|
2023
Q2 | – | Sell |
-62,500
| Closed | -$1.54M | – | 610 |
|
|
2023
Q1 | $1.54M | Buy |
+62,500
| New | +$1.54M | 0.04% | 363 |
|
|
2020
Q4 | – | Sell |
-60,179
| Closed | -$2.59M | – | 482 |
|
|
2020
Q3 | $2.59M | Buy |
60,179
+31,629
| +111% | +$1.36M | 0.07% | 156 |
|
|
2020
Q2 | $1.46M | Buy |
+28,550
| New | +$1.46M | 0.03% | 237 |
|