Zimmermann Investment Management & Planning’s VanEck Semiconductor ETF SMH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-36,360	Closed	-$8.92M	–	116
2024 Q3	$8.92M	Buy	36,360 +710	+2%	+$173K	2.74%	9
2024 Q2	$9.29M	Buy	35,650 +874	+3%	+$205K	3.1%	6
2024 Q1	$7.82M	Sell	34,776 -136	-0.4%	-$27.3K	2.82%	7
2023 Q4	$6.11M	Buy	34,912 +2,211	+7%	+$346K	2.5%	12
2023 Q3	$4.74M	Buy	32,701 +5,432	+20%	+$823K	2.27%	13
2023 Q2	$4.15M	Buy	27,269 +7,509	+38%	+$1.01M	1.93%	17
2023 Q1	$2.6M	Buy	+19,760	New	+$2.37M	1.36%	25

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of VanEck Semiconductor ETF (SMH) in Q4 2024, closing a stake of 36,360 shares — an estimated $8.92M sold.

Zimmermann Investment Management & Planning first reported a position in SMH in Q1 2023 and held it in 7 quarters. The position peaked at $9.29M in Q2 2024. 970 funds tracked by Wall St. Rank hold SMH as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining VanEck Semiconductor ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 36,360 VanEck Semiconductor ETF shares in Q4 2024, an estimated $8.92M.
Zimmermann Investment Management & Planning first reported a position in VanEck Semiconductor ETF in Q1 2023 and held it in 7 quarters.
Zimmermann Investment Management & Planning's VanEck Semiconductor ETF position peaked at $9.29M in Q2 2024.
970 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2024.

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