Bourgeon Capital Management’s ZimVie ZIMV Stock Holding History

Bourgeon Capital 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
2022 Q4	–	Sell	-38	Closed	–	–	480
2022 Q3	$0	Buy	+38	New	+$613	﹤0.01%	455

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CCM

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

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

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bourgeon Capital Management's ZIMV Position: Q4 2022 in Review

Bourgeon Capital Management sold out of ZimVie (ZIMV) in Q4 2022, closing a stake of 38 shares.

Bourgeon Capital Management first reported a position in ZIMV in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 309 funds tracked by Wall St. Rank hold ZIMV as of Q4 2022.

Bourgeon Capital Management reported no remaining ZimVie position as of Q4 2022 after selling out during the quarter.
Bourgeon Capital Management sold 38 ZimVie shares in Q4 2022.
Bourgeon Capital Management first reported a position in ZimVie in Q3 2022 and held it in 1 quarter.
Bourgeon Capital Management's ZimVie position peaked at $0 in Q3 2022.
309 funds tracked by Wall St. Rank held ZimVie as of Q4 2022.

Based on Bourgeon Capital Management's 13F filing for Q4 2022, filed 20 Jan 2023.