CAM
ZIMV

Costello Asset Management’s ZimVie ZIMV Stock Holding History

Costello Asset 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 		– Sell
-3
Closed -$28 – 200
2023
Q3 		$28 Hold
3
– – ﹤0.01% 197
2023
Q2 		$34 Hold
3
– – ﹤0.01% 196
2023
Q1 		$22 Sell
3
-15
-83% -$128 ﹤0.01% 214
2022
Q4 		$168 Hold
18
– – ﹤0.01% 213
2022
Q3 		$0 Hold
18
– – ﹤0.01% 239
2022
Q2 		$0 Sell
18
-40
-69% -$882 ﹤0.01% 250
2022
Q1 		$1K Buy
+58
New +$1.37K ﹤0.01% 239

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

Costello Asset Management's ZIMV Position: Q4 2023 in Review

Costello Asset Management sold out of ZimVie (ZIMV) in Q4 2023, closing a stake of 3 shares — an estimated $28 sold.

Costello Asset Management first reported a position in ZIMV in Q1 2022 and held it in 7 quarters. The position peaked at $1K in Q1 2022. 283 funds tracked by Wall St. Rank hold ZIMV as of Q4 2023.

  • Costello Asset Management reported no remaining ZimVie position as of Q4 2023 after selling out during the quarter.
  • Costello Asset Management sold 3 ZimVie shares in Q4 2023, an estimated $28.
  • Costello Asset Management first reported a position in ZimVie in Q1 2022 and held it in 7 quarters.
  • Costello Asset Management's ZimVie position peaked at $1K in Q1 2022.
  • 283 funds tracked by Wall St. Rank held ZimVie as of Q4 2023.

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