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Zimmermann Investment Management & Planning’s US Commodity Index USCI Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio USCI Stock Details USCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,622
Closed -$600K – 126
2024
Q3 		$600K Sell
9,622
-464
-5% -$28.4K 0.18% 77
2024
Q2 		$628K Sell
10,086
-246
-2% -$15.3K 0.21% 69
2024
Q1 		$630K Sell
10,332
-253
-2% -$14.7K 0.23% 74
2023
Q4 		$596K Buy
10,585
+737
+7% +$42.7K 0.24% 63
2023
Q3 		$583K Sell
9,848
-1,150
-10% -$66.8K 0.28% 61
2023
Q2 		$590K Sell
10,998
-547
-5% -$29.6K 0.27% 59
2023
Q1 		$626K Buy
11,545
+624
+6% +$34K 0.33% 59
2022
Q4 		$615K Sell
10,921
-384
-3% -$21K 0.35% 49
2022
Q3 		$581K Buy
11,305
+219
+2% +$11.8K 0.36% 49
2022
Q2 		$608K Buy
11,086
+1,389
+14% +$81.3K 0.42% 52
2022
Q1 		$535K Buy
9,697
+853
+10% +$42.9K 0.32% 58
2021
Q4 		$384K Buy
+8,844
New +$379K 0.22% 65

Other funds holding USCI

M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of US Commodity Index (USCI) in Q4 2024, closing a stake of 9,622 shares — an estimated $600K sold.

Zimmermann Investment Management & Planning first reported a position in USCI in Q4 2021 and held it in 12 quarters. The position peaked at $630K in Q1 2024. 49 funds tracked by Wall St. Rank hold USCI as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining US Commodity Index position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 9,622 US Commodity Index shares in Q4 2024, an estimated $600K.
  • Zimmermann Investment Management & Planning first reported a position in US Commodity Index in Q4 2021 and held it in 12 quarters.
  • Zimmermann Investment Management & Planning's US Commodity Index position peaked at $630K in Q1 2024.
  • 49 funds tracked by Wall St. Rank held US Commodity Index as of Q4 2024.

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