Zimmermann Investment Management & Planning LLC Select Sector Spdr Fund Health Transaction History

Zimmermann Investment Management & Planning LLC

  • $287 Million
  • Q3 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 9,594 shares of XLV stock, worth $1.35 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
9,594
Previous 9,495 1.04%
Holding current value
$1.35 Million
Previous $1.38 Million 6.8%
% of portfolio
0.51%
Previous 0.49%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$143.3 - $157.24 $14,186 - $15,566
99 Added 1.04%
9,594 $1.48 Million
Q2 2024

Jul 26, 2024
BUY
$138.43 - $147.09 $46,927 - $49,863
339 Added 3.7%
9,495 $1.38 Million
Q1 2024

Apr 22, 2024
BUY
$138.48 - $147.86 $24,234 - $25,875
175 Added 1.95%
9,156 $1.35 Million
Q4 2023

Jan 22, 2024
SELL
$123.14 - $136.38 $251,328 - $278,351
-2,041 Reduced 18.52%
8,981 $1.22 Million
Q3 2023

Oct 31, 2023
SELL
$128.74 - $136.24 $3.12 Million - $3.3 Million
-24,236 Reduced 68.74%
11,022 $1.42 Million
Q2 2023

Jul 13, 2023
BUY
$126.74 - $135.66 $83,141 - $88,992
656 Added 1.9%
35,258 $4.68 Million
Q1 2023

Apr 25, 2023
SELL
$124.15 - $135.82 $86,656 - $94,802
-698 Reduced 1.98%
34,602 $4.48 Million
Q4 2022

Jan 20, 2023
BUY
$121.85 - $140.1 $331,066 - $380,651
2,717 Added 8.34%
35,300 $0
Q3 2022

Nov 01, 2022
BUY
$121.11 - $134.29 $1.15 Million - $1.27 Million
9,479 Added 41.03%
32,583 $3.95 Million
Q2 2022

Jul 28, 2022
BUY
$119.89 - $142.83 $837,431 - $997,667
6,985 Added 43.33%
23,104 $2.96 Million
Q1 2022

Apr 18, 2022
BUY
$126.55 - $139.44 $2.04 Million - $2.25 Million
16,119 New
16,119 $2.21 Million

Others Institutions Holding XLV

# of Institutions
1,943
Shares Held
203M
Call Options Held
10.6M
Put Options Held
16.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Zimmermann Investment Management & Planning LLC Portfolio

Follow Zimmermann Investment Management & Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Zimmermann Investment Management & Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zimmermann Investment Management & Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email