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Zimmermann Investment Management & Planning’s NVIDIA NVDA Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$269K Sell
2,000
-97,831
-98% -$13.5M 11.85% 5
2024
Q3 		$12.1M Buy
99,831
+2,788
+3% +$329K 3.72% 5
2024
Q2 		$12M Sell
97,043
-697
-0.7% -$70.5K 4% 4
2024
Q1 		$8.83M Buy
97,740
+2,560
+3% +$186K 3.18% 6
2023
Q4 		$4.71M Buy
95,180
+3,030
+3% +$140K 1.93% 19
2023
Q3 		$4.01M Sell
92,150
-1,160
-1% -$52K 1.92% 18
2023
Q2 		$3.95M Buy
93,310
+520
+0.6% +$17.3K 1.84% 18
2023
Q1 		$2.58M Sell
92,790
-12,850
-12% -$278K 1.35% 26
2022
Q4 		$1.54M Sell
105,640
-3,090
-3% -$45.3K 0.89% 30
2022
Q3 		$1.32M Buy
108,730
+3,110
+3% +$49.2K 0.82% 29
2022
Q2 		$1.6M Buy
105,620
+4,160
+4% +$78.5K 1.1% 28
2022
Q1 		$2.77M Buy
101,460
+4,810
+5% +$121K 1.64% 21
2021
Q4 		$2.84M Buy
+96,650
New +$2.66M 1.59% 24

Other funds holding NVDA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Zimmermann Investment Management & Planning reduced its NVIDIA (NVDA) stake by 98% in Q4 2024, selling an estimated $13.5M and leaving 2,000 shares worth $269K. The position accounts for 11.85% of the portfolio, ranked #5.

Zimmermann Investment Management & Planning first reported a position in NVDA in Q4 2021 and has held it in 13 quarters since. The position peaked at $12.1M in Q3 2024. 5,192 funds tracked by Wall St. Rank hold NVDA as of Q4 2024.

  • Zimmermann Investment Management & Planning held 2,000 shares of NVIDIA worth $269K as of Q4 2024.
  • Zimmermann Investment Management & Planning sold 97,831 NVIDIA shares in Q4 2024, an estimated $13.5M.
  • NVIDIA made up 11.85% of Zimmermann Investment Management & Planning's portfolio in Q4 2024, its #5 holding.
  • Zimmermann Investment Management & Planning first reported a position in NVIDIA in Q4 2021 and has held it in 13 quarters since.
  • Zimmermann Investment Management & Planning's NVIDIA position peaked at $12.1M in Q3 2024.
  • 5,192 funds tracked by Wall St. Rank held NVIDIA as of Q4 2024.

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