EWM
ZIMV

Evermay Wealth Management’s ZimVie ZIMV Stock Holding History

Evermay Wealth 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 – 611
2024
Q4 		$112 Hold
8
– – ﹤0.01% 558
2024
Q3 		$127 Hold
8
– – ﹤0.01% 579
2024
Q2 		$146 Hold
8
– – ﹤0.01% 595
2024
Q1 		$132 Hold
8
– – ﹤0.01% 598
2023
Q4 		$142 Hold
8
– – ﹤0.01% 670
2023
Q3 		$76 Hold
8
– – ﹤0.01% 553
2023
Q2 		$90 Hold
8
– – ﹤0.01% 548
2023
Q1 		$58 Hold
8
– – ﹤0.01% 532
2022
Q4 		$75 Sell
8
-100
-93% -$874 ﹤0.01% 553
2022
Q3 		$1K Sell
108
-20
-16% -$323 ﹤0.01% 509
2022
Q2 		$2K Hold
128
– – ﹤0.01% 483
2022
Q1 		$3K Buy
+128
New +$3.02K ﹤0.01% 479

Other funds holding ZIMV

EP
Eversept Partners New York $1.9B AUM 121.13% 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
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Evermay Wealth Management's ZIMV Position: Q1 2025 in Review

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

Evermay Wealth Management first reported a position in ZIMV in Q1 2022 and held it in 12 quarters. The position peaked at $3K in Q1 2022. 259 funds tracked by Wall St. Rank hold ZIMV as of Q1 2025.

  • Evermay Wealth Management reported no remaining ZimVie position as of Q1 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 8 ZimVie shares in Q1 2025, an estimated $112.
  • Evermay Wealth Management first reported a position in ZimVie in Q1 2022 and held it in 12 quarters.
  • Evermay Wealth Management's ZimVie position peaked at $3K in Q1 2022.
  • 259 funds tracked by Wall St. Rank held ZimVie as of Q1 2025.

Based on Evermay Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.