Zimmermann Investment Management & Planning’s Parsons PSN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,427	Closed	-$252K	–	101
2024 Q3	$252K	Buy	+2,427	New	+$218K	0.08%	126
2024 Q2	–	Sell	-2,427	Closed	-$201K	–	143
2024 Q1	$201K	Buy	+2,427	New	+$177K	0.07%	132
2022 Q4	–	Sell	-7,199	Closed	-$282K	–	95
2022 Q3	$282K	Hold	7,199	–	–	0.18%	73
2022 Q2	$291K	Hold	7,199	–	–	0.2%	75
2022 Q1	$279K	Sell	7,199 -286	-4%	-$9.75K	0.17%	70
2021 Q4	$252K	Buy	+7,485	New	+$260K	0.14%	77

Other funds holding PSN

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of Parsons (PSN) in Q4 2024, closing a stake of 2,427 shares — an estimated $252K sold.

Zimmermann Investment Management & Planning first reported a position in PSN in Q4 2021 and held it in 6 quarters. The position peaked at $291K in Q2 2022. 429 funds tracked by Wall St. Rank hold PSN as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining Parsons position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 2,427 Parsons shares in Q4 2024, an estimated $252K.
Zimmermann Investment Management & Planning first reported a position in Parsons in Q4 2021 and held it in 6 quarters.
Zimmermann Investment Management & Planning's Parsons position peaked at $291K in Q2 2022.
429 funds tracked by Wall St. Rank held Parsons as of Q4 2024.

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