ZIMP
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Zimmermann Investment Management & Planning’s Eaton ETN Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,866
Closed -$950K – 36
2024
Q3 		$950K Buy
2,866
+930
+48% +$284K 0.29% 62
2024
Q2 		$607K Buy
+1,936
New +$625K 0.2% 70

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of Eaton (ETN) in Q4 2024, closing a stake of 2,866 shares — an estimated $950K sold.

Zimmermann Investment Management & Planning first reported a position in ETN in Q2 2024 and held it in 2 quarters. The position peaked at $950K in Q3 2024. 2,279 funds tracked by Wall St. Rank hold ETN as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Eaton position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 2,866 Eaton shares in Q4 2024, an estimated $950K.
  • Zimmermann Investment Management & Planning first reported a position in Eaton in Q2 2024 and held it in 2 quarters.
  • Zimmermann Investment Management & Planning's Eaton position peaked at $950K in Q3 2024.
  • 2,279 funds tracked by Wall St. Rank held Eaton as of Q4 2024.

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