Zimmermann Investment Management & Planning LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 54,247 shares of CALF stock, worth $2.51 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

54,247

Previous 148,084 63.37%

Holding current value

$2.51 Million

Previous $6.45 Million 60.88%

% of portfolio

0.88%

Previous 2.29%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$42.22 - $48.62 $3.96 Million - $4.56 Million	-93,837 Reduced 63.37%	54,247 $2.52 Million
Q2 2024 Jul 26, 2024	BUY	$43.12 - $48.83 $1.61 Million - $1.82 Million	37,237 Added 33.59%	148,084 $6.45 Million
Q1 2024 Apr 22, 2024	BUY	$45.67 - $49.16 $2.54 Million - $2.73 Million	55,523 Added 100.36%	110,847 $5.45 Million
Q4 2023 Jan 22, 2024	BUY	$39.26 - $48.89 $116,641 - $145,252	2,971 Added 5.67%	55,324 $2.66 Million
Q3 2023 Oct 31, 2023	BUY	$39.65 - $43.9 $63,083 - $69,844	1,591 Added 3.13%	52,353 $2.18 Million
Q2 2023 Jul 13, 2023	BUY	$35.81 - $40.7 $90,563 - $102,930	2,529 Added 5.24%	50,762 $2.07 Million
Q1 2023 Apr 25, 2023	BUY	$35.55 - $41.37 $85,746 - $99,784	2,412 Added 5.26%	48,233 $1.84 Million
Q4 2022 Jan 20, 2023	BUY	$33.6 - $39.4 $156,744 - $183,801	4,665 Added 11.33%	45,821 $0
Q3 2022 Nov 01, 2022	SELL	$32.0 - $40.37 $22,816 - $28,783	-713 Reduced 1.7%	41,156 $1.34 Million
Q2 2022 Jul 28, 2022	BUY	$33.51 - $41.07 $166,511 - $204,076	4,969 Added 13.47%	41,869 $1.41 Million
Q1 2022 Apr 18, 2022	BUY	$39.3 - $43.84 $672,855 - $750,584	17,121 Added 86.56%	36,900 $1.48 Million
Q4 2021 Feb 03, 2022	BUY	$41.14 - $47.18 $813,708 - $933,173	19,779 New	19,779 $846,000

Others Institutions Holding CALF

# of Institutions

520

Shares Held

136M

Call Options Held

56.4K

Put Options Held

19.1K

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About PACER FDS TR PACER US SMALL CA

Ticker CALF
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Zimmermann Investment Management & Planning LLC Pacer Fds Tr Pacer Us Small Ca Transaction History