ZIMP
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Zimmermann Investment Management & Planning’s Home Depot HD Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio HD Stock Details HD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-580
Closed -$235K – 51
2024
Q3 		$235K Buy
+580
New +$212K 0.07% 133
2024
Q2 		– Sell
-693
Closed -$266K – 139
2024
Q1 		$266K Sell
693
-108
-13% -$39.5K 0.1% 115
2023
Q4 		$278K Sell
801
-23
-3% -$7.12K 0.11% 99
2023
Q3 		$249K Sell
824
-1,639
-67% -$527K 0.12% 91
2023
Q2 		$765K Sell
2,463
-59
-2% -$17.4K 0.36% 46
2023
Q1 		$744K Buy
2,522
+1,108
+78% +$340K 0.39% 54
2022
Q4 		$447K Sell
1,414
-17
-1% -$5.18K 0.26% 61
2022
Q3 		$395K Sell
1,431
-62
-4% -$18.3K 0.25% 62
2022
Q2 		$409K Buy
1,493
+114
+8% +$33.7K 0.28% 65
2022
Q1 		$413K Sell
1,379
-3
-0.2% -$1.04K 0.25% 62
2021
Q4 		$574K Buy
+1,382
New +$526K 0.32% 54

Other funds holding HD

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of Home Depot (HD) in Q4 2024, closing a stake of 580 shares — an estimated $235K sold.

Zimmermann Investment Management & Planning first reported a position in HD in Q4 2021 and held it in 11 quarters. The position peaked at $765K in Q2 2023. 4,056 funds tracked by Wall St. Rank hold HD as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Home Depot position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 580 Home Depot shares in Q4 2024, an estimated $235K.
  • Zimmermann Investment Management & Planning first reported a position in Home Depot in Q4 2021 and held it in 11 quarters.
  • Zimmermann Investment Management & Planning's Home Depot position peaked at $765K in Q2 2023.
  • 4,056 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

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