LA
ZIMV

LM Advisors’s ZimVie ZIMV Stock Holding History

LM Advisors’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
-20
Closed -$355 – 720
2023
Q4 		$355 Buy
+20
New +$201 ﹤0.01% 716

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

LM Advisors's ZIMV Position: Q1 2024 in Review

LM Advisors sold out of ZimVie (ZIMV) in Q1 2024, closing a stake of 20 shares — an estimated $355 sold.

LM Advisors first reported a position in ZIMV in Q4 2023 and held it in 1 quarter. The position peaked at $355 in Q4 2023. 283 funds tracked by Wall St. Rank hold ZIMV as of Q1 2024.

  • LM Advisors reported no remaining ZimVie position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 20 ZimVie shares in Q1 2024, an estimated $355.
  • LM Advisors first reported a position in ZimVie in Q4 2023 and held it in 1 quarter.
  • LM Advisors's ZimVie position peaked at $355 in Q4 2023.
  • 283 funds tracked by Wall St. Rank held ZimVie as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.