Zimmermann Investment Management & Planning LLC Closed Holding Positions

Zimmermann Investment Management & Planning LLC

  • $287 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
WTRG
Essential Utilities, Inc.

Utilities
Q2 2022 Filed on Jul 28, 2022
7,051
$41.42 - $52.59 $292K - $371K
NVR
Nvr Inc

Consumer Cyclical
Q2 2022 Filed on Jul 28, 2022
49
$3670.0 - $4685.09 $180K - $230K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q2 2022 Filed on Jul 28, 2022
5,827
$93.11 - $101.59 $543K - $592K
PPL
Ppl Corp

Utilities
Q2 2022 Filed on Jul 28, 2022
8,284
$25.36 - $30.58 $210K - $253K
CORP
Pimco Investment Grade Corp Bd

ETFs
Q2 2022 Filed on Jul 28, 2022
2,002
$94.31 - $104.26 $189K - $209K
DRIV
Global X Fds Global X Autonomo

ETFs
Q2 2022 Filed on Jul 28, 2022
8,988
$21.47 - $28.3 $193K - $254K
SHOP
Shopify Inc.

Technology
Q1 2022 Filed on Apr 18, 2022
160
$51.26 - $136.31 $8.2K - $21.8K
Renewable Energy Group Inc
Q1 2022 Filed on Apr 18, 2022
6,730
N/A
UBER
Uber Technologies, Inc

Technology
Q1 2022 Filed on Apr 18, 2022
7,036
$28.57 - $44.42 $201K - $313K
WRK
West Rock CO

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
10,455
$40.78 - $47.99 $426K - $502K
R
Ryder System Inc

Industrials
Q1 2022 Filed on Apr 18, 2022
9,053
$70.66 - $84.42 $640K - $764K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on Apr 18, 2022
1,991
$93.61 - $194.94 $186K - $388K
NOC
Northrop Grumman Corp

Industrials
Q1 2022 Filed on Apr 18, 2022
1,326
$369.75 - $477.95 $490K - $634K
METV
Listed Fds Tr Roundhill Ball M

ETFs
Q1 2022 Filed on Apr 18, 2022
15,642
$10.29 - $15.25 $161K - $239K
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
Q1 2022 Filed on Apr 18, 2022
18,860
$24.8 - $27.82 $468K - $525K
GXO
Gxo Logistics, Inc.

Industrials
Q1 2022 Filed on Apr 18, 2022
6,103
$64.28 - $91.3 $392K - $557K
VPN
Global X Fds Data Ctr Reits &

ETFs
Q1 2022 Filed on Apr 18, 2022
21,840
$14.92 - $18.36 $326K - $401K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
Q1 2022 Filed on Apr 18, 2022
4,453
$49.44 - $52.65 $220K - $234K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q1 2022 Filed on Apr 18, 2022
6,363
$74.28 - $92.69 $473K - $590K
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