McClarren Financial Advisors’s ZimVie ZIMV Stock Holding History

McClarren Financial 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 Q3	–	Sell	-18	Closed	–	–	368
2024 Q2	$0	Buy	18 +4	+29%	+$66	﹤0.01%	382
2024 Q1	$1K	Sell	14 -1	-7%	-$18	﹤0.01%	348
2023 Q4	$0	Buy	+15	New	+$151	﹤0.01%	428

Other funds holding ZIMV

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

KLP

Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

McClarren Financial Advisors's ZIMV Position: Q3 2024 in Review

McClarren Financial Advisors sold out of ZimVie (ZIMV) in Q3 2024, closing a stake of 18 shares.

McClarren Financial Advisors first reported a position in ZIMV in Q4 2023 and held it in 3 quarters. The position peaked at $1K in Q1 2024. 278 funds tracked by Wall St. Rank hold ZIMV as of Q3 2024.

McClarren Financial Advisors reported no remaining ZimVie position as of Q3 2024 after selling out during the quarter.
McClarren Financial Advisors sold 18 ZimVie shares in Q3 2024.
McClarren Financial Advisors first reported a position in ZimVie in Q4 2023 and held it in 3 quarters.
McClarren Financial Advisors's ZimVie position peaked at $1K in Q1 2024.
278 funds tracked by Wall St. Rank held ZimVie as of Q3 2024.

Based on McClarren Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.