BankPlus Trust Department’s ZimVie ZIMV Stock Holding History

BankPlus Trust Department’s Portfolio ZIMV Stock Details ZIMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11	Closed	-$119	–	487
2025 Q1	$119	Hold	11	–	–	﹤0.01%	471
2024 Q4	$153	Buy	+11	New	+$158	﹤0.01%	468

Other funds holding ZIMV

Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

BankPlus Trust Department's ZIMV Position: Q2 2025 in Review

BankPlus Trust Department sold out of ZimVie (ZIMV) in Q2 2025, closing a stake of 11 shares — an estimated $119 sold.

BankPlus Trust Department first reported a position in ZIMV in Q4 2024 and held it in 2 quarters. The position peaked at $153 in Q4 2024. 249 funds tracked by Wall St. Rank hold ZIMV as of Q2 2025.

BankPlus Trust Department reported no remaining ZimVie position as of Q2 2025 after selling out during the quarter.
BankPlus Trust Department sold 11 ZimVie shares in Q2 2025, an estimated $119.
BankPlus Trust Department first reported a position in ZimVie in Q4 2024 and held it in 2 quarters.
BankPlus Trust Department's ZimVie position peaked at $153 in Q4 2024.
249 funds tracked by Wall St. Rank held ZimVie as of Q2 2025.

Based on BankPlus Trust Department's 13F filing for Q2 2025, filed 23 Jul 2025.