Zimmermann Investment Management & Planning’s Ovintiv OVV Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio OVV Stock Details OVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-7,010	Closed	-$267K	–	117
2023 Q2	$267K	Sell	7,010 -1,998	-22%	-$72.2K	0.12%	89
2023 Q1	$325K	Buy	9,008 +685	+8%	+$30.2K	0.17%	91
2022 Q4	$422K	Buy	8,323 +150	+2%	+$7.84K	0.24%	63
2022 Q3	$376K	Buy	+8,173	New	+$390K	0.23%	63

Other funds holding OVV

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EECFX

EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

EECFX

EnCap Energy Capital Fund X Houston, Texas $216M AUM 11.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zimmermann Investment Management & Planning's OVV Position: Q3 2023 in Review

Zimmermann Investment Management & Planning sold out of Ovintiv (OVV) in Q3 2023, closing a stake of 7,010 shares — an estimated $267K sold.

Zimmermann Investment Management & Planning first reported a position in OVV in Q3 2022 and held it in 4 quarters. The position peaked at $422K in Q4 2022. 448 funds tracked by Wall St. Rank hold OVV as of Q3 2023.

Zimmermann Investment Management & Planning reported no remaining Ovintiv position as of Q3 2023 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 7,010 Ovintiv shares in Q3 2023, an estimated $267K.
Zimmermann Investment Management & Planning first reported a position in Ovintiv in Q3 2022 and held it in 4 quarters.
Zimmermann Investment Management & Planning's Ovintiv position peaked at $422K in Q4 2022.
448 funds tracked by Wall St. Rank held Ovintiv as of Q3 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2023, filed 31 Oct 2023.