MA
ZIMV

Montag & Associates’s ZimVie ZIMV Stock Holding History

Montag & Associates’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 – 1039
2024
Q4 		$112 Hold
8
– – ﹤0.01% 991
2024
Q3 		$127 Sell
8
-8
-50% -$144 ﹤0.01% 1021
2024
Q2 		$292 Hold
16
– – ﹤0.01% 973
2024
Q1 		$264 Hold
16
– – ﹤0.01% 965
2023
Q4 		$284 Hold
16
– – ﹤0.01% 901
2023
Q3 		$151 Hold
16
– – ﹤0.01% 898
2023
Q2 		$180 Hold
16
– – ﹤0.01% 917
2023
Q1 		$116 Sell
16
-10
-38% -$85 ﹤0.01% 921
2022
Q4 		$243 Hold
26
– – ﹤0.01% 935
2022
Q3 		$0 Hold
26
– – ﹤0.01% 905
2022
Q2 		$0 Hold
26
– – ﹤0.01% 863
2022
Q1 		$1K Buy
+26
New +$612 ﹤0.01% 838

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

Montag & Associates's ZIMV Position: Q1 2025 in Review

Montag & Associates sold out of ZimVie (ZIMV) in Q1 2025, closing a stake of 8 shares — an estimated $112 sold.

Montag & Associates first reported a position in ZIMV in Q1 2022 and held it in 12 quarters. The position peaked at $1K in Q1 2022. 259 funds tracked by Wall St. Rank hold ZIMV as of Q1 2025.

  • Montag & Associates reported no remaining ZimVie position as of Q1 2025 after selling out during the quarter.
  • Montag & Associates sold 8 ZimVie shares in Q1 2025, an estimated $112.
  • Montag & Associates first reported a position in ZimVie in Q1 2022 and held it in 12 quarters.
  • Montag & Associates's ZimVie position peaked at $1K in Q1 2022.
  • 259 funds tracked by Wall St. Rank held ZimVie as of Q1 2025.

Based on Montag & Associates's 13F filing for Q1 2025, filed 5 May 2025.