DLA
ZIMV

Douglas Lane & Associates’s ZimVie ZIMV Stock Holding History

Douglas Lane & Associates’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
-19,454
Closed -$192K – 231
2022
Q3 		$192K Sell
19,454
-8,303
-30% -$134K ﹤0.01% 211
2022
Q2 		$444K Sell
27,757
-17,574
-39% -$387K 0.01% 181
2022
Q1 		$1.03M Buy
+45,331
New +$1.07M 0.01% 152

Other funds holding ZIMV

PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Douglas Lane & Associates's ZIMV Position: Q4 2022 in Review

Douglas Lane & Associates sold out of ZimVie (ZIMV) in Q4 2022, closing a stake of 19,454 shares — an estimated $192K sold.

Douglas Lane & Associates first reported a position in ZIMV in Q1 2022 and held it in 3 quarters. The position peaked at $1.03M in Q1 2022. 309 funds tracked by Wall St. Rank hold ZIMV as of Q4 2022.

  • Douglas Lane & Associates reported no remaining ZimVie position as of Q4 2022 after selling out during the quarter.
  • Douglas Lane & Associates sold 19,454 ZimVie shares in Q4 2022, an estimated $192K.
  • Douglas Lane & Associates first reported a position in ZimVie in Q1 2022 and held it in 3 quarters.
  • Douglas Lane & Associates's ZimVie position peaked at $1.03M in Q1 2022.
  • 309 funds tracked by Wall St. Rank held ZimVie as of Q4 2022.

Based on Douglas Lane & Associates's 13F filing for Q4 2022, filed 17 Jan 2023.