ZIMP
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Zimmermann Investment Management & Planning’s Prospect Capital PSEC Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio PSEC Stock Details PSEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-21,299
Closed -$114K – 100
2024
Q3 		$114K Buy
21,299
+436
+2% +$2.31K 0.04% 144
2024
Q2 		$115K Buy
20,863
+405
+2% +$2.22K 0.04% 131
2024
Q1 		$113K Buy
20,458
+381
+2% +$2.19K 0.04% 134
2023
Q4 		$120K Buy
20,077
+2,024
+11% +$11.7K 0.05% 120
2023
Q3 		$109K Buy
18,053
+330
+2% +$2.06K 0.05% 102
2023
Q2 		$110K Buy
17,723
+310
+2% +$1.99K 0.05% 105
2023
Q1 		$121K Buy
17,413
+268
+2% +$1.95K 0.06% 112
2022
Q4 		$120K Buy
17,145
+263
+2% +$1.89K 0.07% 91
2022
Q3 		$105K Buy
16,882
+248
+1% +$1.85K 0.07% 90
2022
Q2 		$116K Buy
16,634
+239
+1% +$1.84K 0.08% 84
2022
Q1 		$136K Buy
16,395
+210
+1% +$1.75K 0.08% 81
2021
Q4 		$136K Buy
+16,185
New +$136K 0.08% 88

Other funds holding PSEC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of Prospect Capital (PSEC) in Q4 2024, closing a stake of 21,299 shares — an estimated $114K sold.

Zimmermann Investment Management & Planning first reported a position in PSEC in Q4 2021 and held it in 12 quarters. The position peaked at $136K in Q1 2022. 239 funds tracked by Wall St. Rank hold PSEC as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Prospect Capital position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 21,299 Prospect Capital shares in Q4 2024, an estimated $114K.
  • Zimmermann Investment Management & Planning first reported a position in Prospect Capital in Q4 2021 and held it in 12 quarters.
  • Zimmermann Investment Management & Planning's Prospect Capital position peaked at $136K in Q1 2022.
  • 239 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2024.

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