Zimmermann Investment Management & Planning’s Cleveland-Cliffs CLF Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio CLF Stock Details CLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-33,219	Closed	-$755K	–	134
2024 Q1	$755K	Buy	33,219 +790	+2%	+$15.7K	0.27%	67
2023 Q4	$662K	Sell	32,429 -1,418	-4%	-$24.3K	0.27%	59
2023 Q3	$529K	Buy	33,847 +46	+0.1%	+$718	0.25%	66
2023 Q2	$567K	Buy	33,801 +132	+0.4%	+$2.09K	0.26%	62
2023 Q1	$617K	Buy	33,669 +1,667	+5%	+$33K	0.32%	61
2022 Q4	$516K	Sell	32,002 -889	-3%	-$13.4K	0.3%	56
2022 Q3	$443K	Buy	32,891 +2,942	+10%	+$49K	0.28%	56
2022 Q2	$460K	Buy	29,949 +1,058	+4%	+$25.3K	0.32%	64
2022 Q1	$931K	Buy	+28,891	New	+$658K	0.55%	42

Other funds holding CLF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of Cleveland-Cliffs (CLF) in Q2 2024, closing a stake of 33,219 shares — an estimated $755K sold.

Zimmermann Investment Management & Planning first reported a position in CLF in Q1 2022 and held it in 9 quarters. The position peaked at $931K in Q1 2022. 613 funds tracked by Wall St. Rank hold CLF as of Q2 2024.

Zimmermann Investment Management & Planning reported no remaining Cleveland-Cliffs position as of Q2 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 33,219 Cleveland-Cliffs shares in Q2 2024, an estimated $755K.
Zimmermann Investment Management & Planning first reported a position in Cleveland-Cliffs in Q1 2022 and held it in 9 quarters.
Zimmermann Investment Management & Planning's Cleveland-Cliffs position peaked at $931K in Q1 2022.
613 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2024.

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