IRAG
ZIMV

Investment Research & Advisory Group’s ZimVie ZIMV Stock Holding History

Investment Research & Advisory Group’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
Q3 		– Sell
-30
Closed -$337 – 236
2023
Q2 		$337 Hold
30
– – ﹤0.01% 208
2023
Q1 		$217 Hold
30
– – ﹤0.01% 187
2022
Q4 		$280 Buy
+30
New +$262 ﹤0.01% 185

Other funds holding ZIMV

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Investment Research & Advisory Group's ZIMV Position: Q3 2023 in Review

Investment Research & Advisory Group sold out of ZimVie (ZIMV) in Q3 2023, closing a stake of 30 shares — an estimated $337 sold.

Investment Research & Advisory Group first reported a position in ZIMV in Q4 2022 and held it in 3 quarters. The position peaked at $337 in Q2 2023. 276 funds tracked by Wall St. Rank hold ZIMV as of Q3 2023.

  • Investment Research & Advisory Group reported no remaining ZimVie position as of Q3 2023 after selling out during the quarter.
  • Investment Research & Advisory Group sold 30 ZimVie shares in Q3 2023, an estimated $337.
  • Investment Research & Advisory Group first reported a position in ZimVie in Q4 2022 and held it in 3 quarters.
  • Investment Research & Advisory Group's ZimVie position peaked at $337 in Q2 2023.
  • 276 funds tracked by Wall St. Rank held ZimVie as of Q3 2023.

Based on Investment Research & Advisory Group's 13F filing for Q3 2023, filed 19 Oct 2023.