ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC OC OWENS CORNING NEW

Ownership history in ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC  ·  2 quarters on record

AI Ownership Summary

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC reported OWENS CORNING NEW (OC) in 2 quarterly 13F filings from 2024 Q2 through 2024 Q3. Peak portfolio weight reached 0.13% in 2024 Q2. The latest visible filing shows OC at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's position in OWENS CORNING NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

OC was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC held OC — position size vs. price
% of Fund (quarterly)    OC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 2,108 -46 -2.1% 0.11% $372K 2024-10-24 $177.41
2024 Q2 INITIATED 2,154 0.13% $374K 2024-07-26 $173.62

FAQ About ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC and OC

These are the practical questions this page is built to answer before you even open the full history table.

How long has ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC reported owning OC?

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC reported OC across 2 quarterly 13F filings, from 2024 Q2 through 2024 Q3.

What was the largest reported OC position in ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's portfolio?

The largest reported portfolio weight for OC was 0.13% in 2024 Q2.

What is the latest reported OC position on this page?

The most recent filing on this page is 2024 Q3, when ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC reported 2,108 shares, equal to 0.11% of portfolio, with an estimated market value of $372K.

What does the chart on this OC ownership page compare?

The chart compares ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's quarterly OC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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