Creative Planning Zoom Info Technologies Inc. Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Zoom Info Technologies Inc. stock. As of the latest transaction made, Creative Planning holds 24,583 shares of ZI stock, worth $231,817. This represents 0.0% of its overall portfolio holdings.

Number of Shares

24,583

Holding current value

$231,817

% of portfolio

0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$8.01 - $12.68 $196,909 - $311,712	24,583 New	24,583 $253,000
Q3 2023 Nov 16, 2023	BUY	$15.73 - $28.95 $25,576 - $47,072	1,626 Added 28.29%	7,374 $120,000
Q2 2023 Jul 21, 2023	BUY	$20.44 - $28.46 $21,543 - $29,996	1,054 Added 22.45%	5,748 $145,000
Q1 2023 May 15, 2023	SELL	$21.36 - $30.24 $32,253 - $45,662	-1,510 Reduced 24.34%	4,694 $115,000
Q4 2022 Feb 10, 2023	BUY	$26.17 - $48.62 $31,037 - $57,663	1,186 Added 23.63%	6,204 $186,000
Q3 2022 Nov 03, 2022	BUY	$33.89 - $51.59 $170,060 - $258,878	5,018 New	5,018 $209,000
Q2 2022 Aug 15, 2022	SELL	$31.05 - $60.75 $125,752 - $246,037	-4,050 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$45.99 - $61.46 $186,259 - $248,913	4,050 New	4,050 $242,000
Q1 2021 Apr 30, 2021	SELL	$42.43 - $58.08 $227,000 - $310,728	-5,350 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	$36.95 - $51.25 $923 - $1,281	25 Added 0.47%	5,350 $258,000
Q3 2020 Nov 05, 2020	SELL	$31.11 - $48.4 $161,180 - $250,760	-5,181 Reduced 49.31%	5,325 $229,000
Q2 2020 Jul 23, 2020	BUY	$34.0 - $53.19 $357,204 - $558,814	10,506 New	10,506 $536,000

Others Institutions Holding ZI

# of Institutions

378

Shares Held

260M

Call Options Held

6.06M

Put Options Held

4.94M

Vanguard Group Inc Valley Forge, PA

29.1M
Shares

$275 Million
0.01% of portfolio
Black Rock Inc. New York, NY

26.2M
Shares

$247 Million
0.01% of portfolio
Dragoneer Investment Group, LLC San Francisco, CA

22.1M
Shares

$209 Million
4.82% of portfolio
Sachem Head Capital Management LP New York, NY

16M
Shares

$151 Million
11.14% of portfolio
Hmi Capital Management, L.P. San Francisco, CA

11.9M
Shares

$112 Million
5.36% of portfolio

View Full List

About ZoomInfo Technologies Inc.

Ticker ZI
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 403,441,984
Market Cap $3.8B
Description
ZoomInfo Technologies Inc., through its subsidiaries, provides go-to-market intelligence and engagement platform for sales and marketing teams in the United States and internationally. The company's cloud-based platform provides information on organizations and professionals to help users identify target customers and decision makers, obtain con...

More about ZI

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