SEC 13F Intelligence

Zimmermann Investment Management & Planning LLC / GOOGL

Zimmermann Investment Management & Planning LLC’s Alphabet Inc Position

Does Zimmermann Investment Management & Planning LLC own Alphabet Inc (GOOGL)? Not currently — the last reported position was 30.1K shares worth $5M in Q3 2024; the fund’s latest 13F (Q4 2024) no longer reports it.

Position Value
$5M
Q3 2024
Shares
30.1K
% of Portfolio
+1.53%
Quarters Held
12
position exited

Position History GOOGL

Reported value by quarter
Q4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $3MQ2 ’22Q3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $3MQ2 ’23: $4MQ2 ’23Q3 ’23: $4MQ4 ’23: $4MQ4 ’23Q1 ’24: $5MQ2 ’24: $6MQ2 ’24Q3 ’24: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202430.1K$5M+1.53%
Q2 202430.4K$6M+1.85%
Q1 202430.7K$5M+1.67%
Q4 202330.8K$4M+1.76%
Q3 202330.1K$4M+1.89%
Q2 202330.0K$4M+1.67%
Q1 202329.4K$3M+1.60%
Q4 202224.9K$2M+1.27%
Q3 202224.7K$2M+1.47%
Q2 20221.2K$3M+1.77%
Q1 20221.1K$3M+1.86%
Q4 20211.1K$3M+1.74%

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 GOOGL.