ZIMP
EXAS

Zimmermann Investment Management & Planning’s Exact Sciences EXAS Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio EXAS Stock Details EXAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,128
Closed -$423K – 138
2024
Q1 		$423K Buy
6,128
+1,813
+42% +$115K 0.15% 93
2023
Q4 		$319K Buy
+4,315
New +$283K 0.13% 91

Other funds holding EXAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of Exact Sciences (EXAS) in Q2 2024, closing a stake of 6,128 shares — an estimated $423K sold.

Zimmermann Investment Management & Planning first reported a position in EXAS in Q4 2023 and held it in 2 quarters. The position peaked at $423K in Q1 2024. 544 funds tracked by Wall St. Rank hold EXAS as of Q2 2024.

  • Zimmermann Investment Management & Planning reported no remaining Exact Sciences position as of Q2 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 6,128 Exact Sciences shares in Q2 2024, an estimated $423K.
  • Zimmermann Investment Management & Planning first reported a position in Exact Sciences in Q4 2023 and held it in 2 quarters.
  • Zimmermann Investment Management & Planning's Exact Sciences position peaked at $423K in Q1 2024.
  • 544 funds tracked by Wall St. Rank held Exact Sciences as of Q2 2024.

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