ZIMP
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Zimmermann Investment Management & Planning’s Amazon AMZN Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-30,737
Closed -$5.73M – 9
2024
Q3 		$5.73M Buy
30,737
+342
+1% +$62.4K 1.76% 17
2024
Q2 		$5.87M Buy
30,395
+190
+0.6% +$34.9K 1.96% 16
2024
Q1 		$5.45M Buy
30,205
+476
+2% +$79.5K 1.96% 14
2023
Q4 		$4.52M Buy
29,729
+1,226
+4% +$172K 1.85% 20
2023
Q3 		$3.62M Buy
28,503
+2,520
+10% +$338K 1.74% 23
2023
Q2 		$3.39M Buy
25,983
+259
+1% +$29.6K 1.57% 26
2023
Q1 		$2.66M Sell
25,724
-1,015
-4% -$98.1K 1.39% 23
2022
Q4 		$2.25M Sell
26,739
-187
-0.7% -$18.5K 1.3% 24
2022
Q3 		$3.04M Buy
26,926
+960
+4% +$121K 1.89% 19
2022
Q2 		$2.76M Buy
25,966
+2,786
+12% +$349K 1.89% 19
2022
Q1 		$3.78M Buy
23,180
+980
+4% +$151K 2.24% 16
2021
Q4 		$3.7M Buy
+22,200
New +$3.8M 2.08% 19

Other funds holding AMZN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zimmermann Investment Management & Planning's AMZN Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Amazon (AMZN) in Q4 2024, closing a stake of 30,737 shares — an estimated $5.73M sold.

Zimmermann Investment Management & Planning first reported a position in AMZN in Q4 2021 and held it in 12 quarters. The position peaked at $5.87M in Q2 2024. 5,541 funds tracked by Wall St. Rank hold AMZN as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Amazon position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 30,737 Amazon shares in Q4 2024, an estimated $5.73M.
  • Zimmermann Investment Management & Planning first reported a position in Amazon in Q4 2021 and held it in 12 quarters.
  • Zimmermann Investment Management & Planning's Amazon position peaked at $5.87M in Q2 2024.
  • 5,541 funds tracked by Wall St. Rank held Amazon as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.