Zimmer Partners’s Birkenstock BIRK Stock Holding History

Zimmer Partners’s Portfolio BIRK Stock Details BIRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-20,000	Closed	-$975K	–	134
2023 Q4	$975K	Buy	+20,000	New	+$866K	0.04%	94

Other funds holding BIRK

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Zimmer Partners's BIRK Position: Q1 2024 in Review

Zimmer Partners sold out of Birkenstock (BIRK) in Q1 2024, closing a stake of 20,000 shares — an estimated $975K sold.

Zimmer Partners first reported a position in BIRK in Q4 2023 and held it in 1 quarter. The position peaked at $975K in Q4 2023. 122 funds tracked by Wall St. Rank hold BIRK as of Q1 2024.

Zimmer Partners reported no remaining Birkenstock position as of Q1 2024 after selling out during the quarter.
Zimmer Partners sold 20,000 Birkenstock shares in Q1 2024, an estimated $975K.
Zimmer Partners first reported a position in Birkenstock in Q4 2023 and held it in 1 quarter.
Zimmer Partners's Birkenstock position peaked at $975K in Q4 2023.
122 funds tracked by Wall St. Rank held Birkenstock as of Q1 2024.

Based on Zimmer Partners's 13F filing for Q1 2024, filed 15 May 2024.