EPIM
ZIMV

Evelyn Partners Investment Management’s ZimVie ZIMV Stock Holding History

Evelyn Partners Investment 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
2025
Q1 		– Sell
-8
Closed -$112 – 435
2024
Q4 		$112 Buy
+8
New +$115 ﹤0.01% 415

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Vanguard Group
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JGC
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Neuberger Berman Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Evelyn Partners Investment Management's ZIMV Position: Q1 2025 in Review

Evelyn Partners Investment Management sold out of ZimVie (ZIMV) in Q1 2025, closing a stake of 8 shares — an estimated $112 sold.

Evelyn Partners Investment Management first reported a position in ZIMV in Q4 2024 and held it in 1 quarter. The position peaked at $112 in Q4 2024. 260 funds tracked by Wall St. Rank hold ZIMV as of Q1 2025.

  • Evelyn Partners Investment Management reported no remaining ZimVie position as of Q1 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 8 ZimVie shares in Q1 2025, an estimated $112.
  • Evelyn Partners Investment Management first reported a position in ZimVie in Q4 2024 and held it in 1 quarter.
  • Evelyn Partners Investment Management's ZimVie position peaked at $112 in Q4 2024.
  • 260 funds tracked by Wall St. Rank held ZimVie as of Q1 2025.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2025, filed 4 Aug 2025.