ZIMP
TPR icon

Zimmermann Investment Management & Planning’s Tapestry TPR Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio TPR Stock Details TPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,814
Closed -$412K – 120
2022
Q4 		$412K Sell
10,814
-392
-3% -$13.4K 0.24% 65
2022
Q3 		$319K Buy
+11,206
New +$375K 0.2% 69

Other funds holding TPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Zimmermann Investment Management & Planning's TPR Position: Q1 2023 in Review

Zimmermann Investment Management & Planning sold out of Tapestry (TPR) in Q1 2023, closing a stake of 10,814 shares — an estimated $412K sold.

Zimmermann Investment Management & Planning first reported a position in TPR in Q3 2022 and held it in 2 quarters. The position peaked at $412K in Q4 2022. 586 funds tracked by Wall St. Rank hold TPR as of Q1 2023.

  • Zimmermann Investment Management & Planning reported no remaining Tapestry position as of Q1 2023 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 10,814 Tapestry shares in Q1 2023, an estimated $412K.
  • Zimmermann Investment Management & Planning first reported a position in Tapestry in Q3 2022 and held it in 2 quarters.
  • Zimmermann Investment Management & Planning's Tapestry position peaked at $412K in Q4 2022.
  • 586 funds tracked by Wall St. Rank held Tapestry as of Q1 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q1 2023, filed 25 Apr 2023.