GI
ZIMV

Gradient Investments’s ZimVie ZIMV Stock Holding History

Gradient Investments’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
2024
Q1 		– Sell
-18
Closed -$320 – 1872
2023
Q4 		$320 Hold
18
– – ﹤0.01% 1661
2023
Q3 		$169 Hold
18
– – ﹤0.01% 1684
2023
Q2 		$202 Sell
18
-4
-18% -$39 ﹤0.01% 1637
2023
Q1 		$159 Buy
22
+4
+22% +$34 ﹤0.01% 1407
2022
Q4 		$168 Hold
18
– – ﹤0.01% 1401
2022
Q3 		$0 Hold
18
– – ﹤0.01% 1562
2022
Q2 		$0 Hold
18
– – ﹤0.01% 1404
2022
Q1 		$0 Buy
+18
New +$424 ﹤0.01% 1369

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
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
KLC
Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gradient Investments's ZIMV Position: Q1 2024 in Review

Gradient Investments sold out of ZimVie (ZIMV) in Q1 2024, closing a stake of 18 shares — an estimated $320 sold.

Gradient Investments first reported a position in ZIMV in Q1 2022 and held it in 8 quarters. The position peaked at $320 in Q4 2023. 283 funds tracked by Wall St. Rank hold ZIMV as of Q1 2024.

  • Gradient Investments reported no remaining ZimVie position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 18 ZimVie shares in Q1 2024, an estimated $320.
  • Gradient Investments first reported a position in ZimVie in Q1 2022 and held it in 8 quarters.
  • Gradient Investments's ZimVie position peaked at $320 in Q4 2023.
  • 283 funds tracked by Wall St. Rank held ZimVie as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.