ZIMP
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Zimmermann Investment Management & Planning’s AutoNation AN Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio AN Stock Details AN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,752
Closed -$313K – 10
2024
Q3 		$313K Sell
1,752
-2,482
-59% -$426K 0.1% 110
2024
Q2 		$675K Buy
4,234
+20
+0.5% +$3.26K 0.23% 67
2024
Q1 		$698K Buy
4,214
+84
+2% +$12.4K 0.25% 70
2023
Q4 		$620K Sell
4,130
-45
-1% -$6.21K 0.25% 62
2023
Q3 		$632K Buy
4,175
+522
+14% +$83.3K 0.3% 59
2023
Q2 		$601K Buy
3,653
+599
+20% +$83.1K 0.28% 57
2023
Q1 		$410K Buy
+3,054
New +$392K 0.21% 75

Other funds holding AN

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of AutoNation (AN) in Q4 2024, closing a stake of 1,752 shares — an estimated $313K sold.

Zimmermann Investment Management & Planning first reported a position in AN in Q1 2023 and held it in 7 quarters. The position peaked at $698K in Q1 2024. 445 funds tracked by Wall St. Rank hold AN as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining AutoNation position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 1,752 AutoNation shares in Q4 2024, an estimated $313K.
  • Zimmermann Investment Management & Planning first reported a position in AutoNation in Q1 2023 and held it in 7 quarters.
  • Zimmermann Investment Management & Planning's AutoNation position peaked at $698K in Q1 2024.
  • 445 funds tracked by Wall St. Rank held AutoNation as of Q4 2024.

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