BWM
ZIMV

Baystate Wealth Management’s ZimVie ZIMV Stock Holding History

Baystate Wealth Management’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
2023
Q4 		$178 Hold
10
– – ﹤0.01% 1274
2023
Q3 		$94 Hold
10
– – ﹤0.01% 1001
2023
Q2 		$112 Hold
10
– – ﹤0.01% 1024
2023
Q1 		$72 Hold
10
– – ﹤0.01% 1019
2022
Q4 		$0 Hold
10
– – ﹤0.01% 994
2022
Q3 		$0 Hold
10
– – ﹤0.01% 953
2022
Q2 		$0 Hold
10
– – ﹤0.01% 960
2022
Q1 		$0 Buy
+10
New +$236 ﹤0.01% 948

Other funds holding ZIMV

CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KLC
Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Baystate Wealth Management's ZIMV Position: Q4 2023 in Review

Baystate Wealth Management held its ZimVie (ZIMV) position steady in Q4 2023 at 10 shares worth $178. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Baystate Wealth Management first reported a position in ZIMV in Q1 2022 and has held it in 8 quarters since. 283 funds tracked by Wall St. Rank hold ZIMV as of Q4 2023.

  • Baystate Wealth Management held 10 shares of ZimVie worth $178 as of Q4 2023.
  • Baystate Wealth Management left its ZimVie share count unchanged in Q4 2023.
  • ZimVie made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1274 holding.
  • Baystate Wealth Management first reported a position in ZimVie in Q1 2022 and has held it in 8 quarters since.
  • 283 funds tracked by Wall St. Rank held ZimVie as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.