Burleson & Co’s ZimVie ZIMV Stock Holding History

Burleson & Co’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	$131	Hold	14	–	–	﹤0.01%	403
2022 Q3	$0	Hold	14	–	–	﹤0.01%	502
2022 Q2	$0	Sell	14 -7	-33%	-$154	﹤0.01%	524
2022 Q1	$0	Buy	+21	New	+$495	﹤0.01%	466

Other funds holding ZIMV

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

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

CCM

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Burleson & Co's ZIMV Position: Q4 2022 in Review

Burleson & Co held its ZimVie (ZIMV) position steady in Q4 2022 at 14 shares worth $131. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Burleson & Co first reported a position in ZIMV in Q1 2022 and has held it in 4 quarters since. 309 funds tracked by Wall St. Rank hold ZIMV as of Q4 2022.

Burleson & Co held 14 shares of ZimVie worth $131 as of Q4 2022.
Burleson & Co left its ZimVie share count unchanged in Q4 2022.
ZimVie made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #403 holding.
Burleson & Co first reported a position in ZimVie in Q1 2022 and has held it in 4 quarters since.
309 funds tracked by Wall St. Rank held ZimVie as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.