WT
GTM

Whittier Trust’s ZoomInfo Technologies GTM Stock Holding History

Whittier Trust’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
Q4 		– Sell
-153
Closed -$2.51K – 1696
2023
Q3 		$2.51K Buy
+153
New +$3.13K ﹤0.01% 1444
2023
Q2 		– Sell
-281
Closed -$6.94K – 1620
2023
Q1 		$6.94K Buy
+281
New +$7.21K ﹤0.01% 1355

Other funds holding GTM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Whittier Trust's GTM Position: Q4 2023 in Review

Whittier Trust sold out of ZoomInfo Technologies (GTM) in Q4 2023, closing a stake of 153 shares — an estimated $2.51K sold.

Whittier Trust first reported a position in GTM in Q1 2023 and held it in 2 quarters. The position peaked at $6.94K in Q1 2023. 336 funds tracked by Wall St. Rank hold GTM as of Q4 2023.

  • Whittier Trust reported no remaining ZoomInfo Technologies position as of Q4 2023 after selling out during the quarter.
  • Whittier Trust sold 153 ZoomInfo Technologies shares in Q4 2023, an estimated $2.51K.
  • Whittier Trust first reported a position in ZoomInfo Technologies in Q1 2023 and held it in 2 quarters.
  • Whittier Trust's ZoomInfo Technologies position peaked at $6.94K in Q1 2023.
  • 336 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2023.

Based on Whittier Trust's 13F filing for Q4 2023, filed 11 Jan 2024.