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Zimmermann Investment Management & Planning’s Adobe ADBE Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio ADBE Stock Details ADBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-788
Closed -$398K – 132
2024
Q1 		$398K Buy
788
+50
+7% +$28.7K 0.14% 97
2023
Q4 		$440K Buy
+738
New +$426K 0.18% 73
2023
Q3 		– Sell
-1,187
Closed -$580K – 103
2023
Q2 		$580K Buy
1,187
+34
+3% +$13.7K 0.27% 60
2023
Q1 		$444K Buy
+1,153
New +$410K 0.23% 73
2022
Q3 		– Sell
-901
Closed -$330K – 92
2022
Q2 		$330K Sell
901
-124
-12% -$50.5K 0.23% 69
2022
Q1 		$467K Buy
1,025
+1
+0.1% +$481 0.28% 60
2021
Q4 		$581K Buy
+1,024
New +$640K 0.33% 52

Other funds holding ADBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Zimmermann Investment Management & Planning's ADBE Position: Q2 2024 in Review

Zimmermann Investment Management & Planning sold out of Adobe (ADBE) in Q2 2024, closing a stake of 788 shares — an estimated $398K sold.

Zimmermann Investment Management & Planning first reported a position in ADBE in Q4 2021 and held it in 7 quarters. The position peaked at $581K in Q4 2021. 2,757 funds tracked by Wall St. Rank hold ADBE as of Q2 2024.

  • Zimmermann Investment Management & Planning reported no remaining Adobe position as of Q2 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 788 Adobe shares in Q2 2024, an estimated $398K.
  • Zimmermann Investment Management & Planning first reported a position in Adobe in Q4 2021 and held it in 7 quarters.
  • Zimmermann Investment Management & Planning's Adobe position peaked at $581K in Q4 2021.
  • 2,757 funds tracked by Wall St. Rank held Adobe as of Q2 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q2 2024, filed 26 Jul 2024.