ZIMP
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Zimmermann Investment Management & Planning’s EOG Resources EOG Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio EOG Stock Details EOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,680
Closed -$307K – 109
2023
Q2 		$307K Buy
2,680
+97
+4% +$11.1K 0.14% 87
2023
Q1 		$296K Buy
+2,583
New +$313K 0.15% 93

Other funds holding EOG

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Zimmermann Investment Management & Planning's EOG Position: Q3 2023 in Review

Zimmermann Investment Management & Planning sold out of EOG Resources (EOG) in Q3 2023, closing a stake of 2,680 shares — an estimated $307K sold.

Zimmermann Investment Management & Planning first reported a position in EOG in Q1 2023 and held it in 2 quarters. The position peaked at $307K in Q2 2023. 1,395 funds tracked by Wall St. Rank hold EOG as of Q3 2023.

  • Zimmermann Investment Management & Planning reported no remaining EOG Resources position as of Q3 2023 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 2,680 EOG Resources shares in Q3 2023, an estimated $307K.
  • Zimmermann Investment Management & Planning first reported a position in EOG Resources in Q1 2023 and held it in 2 quarters.
  • Zimmermann Investment Management & Planning's EOG Resources position peaked at $307K in Q2 2023.
  • 1,395 funds tracked by Wall St. Rank held EOG Resources as of Q3 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2023, filed 31 Oct 2023.