BOK Financial Private Wealth’s ZimVie ZIMV Stock Holding History

BOK Financial Private Wealth’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
2024 Q4	–	Sell	-6	Closed	-$96	–	689
2024 Q3	$96	Buy	+6	New	+$108	﹤0.01%	515
2023 Q4	–	Sell	-12	Closed	-$113	–	547
2023 Q3	$113	Hold	12	–	–	﹤0.01%	376
2023 Q2	$135	Hold	12	–	–	﹤0.01%	354
2023 Q1	$87	Hold	12	–	–	﹤0.01%	467
2022 Q4	$112	Hold	12	–	–	﹤0.01%	359
2022 Q3	$0	Hold	12	–	–	﹤0.01%	393
2022 Q2	$0	Buy	+12	New	+$265	﹤0.01%	449

Other funds holding ZIMV

CCM

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

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

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

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

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

KLP

Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BOK Financial Private Wealth's ZIMV Position: Q4 2024 in Review

BOK Financial Private Wealth sold out of ZimVie (ZIMV) in Q4 2024, closing a stake of 6 shares — an estimated $96 sold.

BOK Financial Private Wealth first reported a position in ZIMV in Q2 2022 and held it in 7 quarters. The position peaked at $135 in Q2 2023. 274 funds tracked by Wall St. Rank hold ZIMV as of Q4 2024.

BOK Financial Private Wealth reported no remaining ZimVie position as of Q4 2024 after selling out during the quarter.
BOK Financial Private Wealth sold 6 ZimVie shares in Q4 2024, an estimated $96.
BOK Financial Private Wealth first reported a position in ZimVie in Q2 2022 and held it in 7 quarters.
BOK Financial Private Wealth's ZimVie position peaked at $135 in Q2 2023.
274 funds tracked by Wall St. Rank held ZimVie as of Q4 2024.

Based on BOK Financial Private Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.