SEC 13F Intelligence

Zimmermann Investment Management & Planning LLC / AMZN

Zimmermann Investment Management & Planning LLC’s Amazon Com Inc Position

Does Zimmermann Investment Management & Planning LLC own Amazon Com Inc (AMZN)? Not currently — the last reported position was 30.7K shares worth $6M in Q3 2024; the fund’s latest 13F (Q4 2024) no longer reports it.

Position Value
$6M
Q3 2024
Shares
30.7K
% of Portfolio
+1.76%
Quarters Held
12
position exited

Position History AMZN

Reported value by quarter
Q4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ2 ’22Q3 ’22: $3MQ4 ’22: $2MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ2 ’23Q3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $5MQ2 ’24: $6MQ2 ’24Q3 ’24: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202430.7K$6M+1.76%
Q2 202430.4K$6M+1.96%
Q1 202430.2K$5M+1.96%
Q4 202329.7K$5M+1.85%
Q3 202328.5K$4M+1.74%
Q2 202326.0K$3M+1.57%
Q1 202325.7K$3M+1.39%
Q4 202226.7K$2M+1.30%
Q3 202226.9K$3M+1.89%
Q2 202226.0K$3M+1.89%
Q1 20221.2K$4M+2.24%
Q4 20211.1K$4M+2.08%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Zimmermann Investment Management & Planning LLC’s full portfolio or all institutional holders of AMZN.