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Zimmermann Investment Management & Planning’s Owens Corning OC Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio OC Stock Details OC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,108
Closed -$372K – 88
2024
Q3 		$372K Sell
2,108
-46
-2% -$7.75K 0.11% 103
2024
Q2 		$374K Buy
+2,154
New +$373K 0.13% 99

Other funds holding OC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Zimmermann Investment Management & Planning sold out of Owens Corning (OC) in Q4 2024, closing a stake of 2,108 shares — an estimated $372K sold.

Zimmermann Investment Management & Planning first reported a position in OC in Q2 2024 and held it in 2 quarters. The position peaked at $374K in Q2 2024. 772 funds tracked by Wall St. Rank hold OC as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Owens Corning position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 2,108 Owens Corning shares in Q4 2024, an estimated $372K.
  • Zimmermann Investment Management & Planning first reported a position in Owens Corning in Q2 2024 and held it in 2 quarters.
  • Zimmermann Investment Management & Planning's Owens Corning position peaked at $374K in Q2 2024.
  • 772 funds tracked by Wall St. Rank held Owens Corning as of Q4 2024.

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