Zimmer Partners’s Dutch Bros BROS Stock Holding History

Zimmer Partners’s Portfolio BROS Stock Details BROS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-53,000	Closed	-$2.3M	–	122
2021 Q3	$2.3M	Buy	+53,000	New	+$2.52M	0.04%	122

Other funds holding BROS

TCP

TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Zimmer Partners's BROS Position: Q4 2021 in Review

Zimmer Partners sold out of Dutch Bros (BROS) in Q4 2021, closing a stake of 53,000 shares — an estimated $2.3M sold.

Zimmer Partners first reported a position in BROS in Q3 2021 and held it in 1 quarter. The position peaked at $2.3M in Q3 2021. 148 funds tracked by Wall St. Rank hold BROS as of Q4 2021.

Zimmer Partners reported no remaining Dutch Bros position as of Q4 2021 after selling out during the quarter.
Zimmer Partners sold 53,000 Dutch Bros shares in Q4 2021, an estimated $2.3M.
Zimmer Partners first reported a position in Dutch Bros in Q3 2021 and held it in 1 quarter.
Zimmer Partners's Dutch Bros position peaked at $2.3M in Q3 2021.
148 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2021.

Based on Zimmer Partners's 13F filing for Q4 2021, filed 14 Feb 2022.