Planned Solutions’s ZimVie ZIMV Stock Holding History

Planned Solutions’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 Q4	–	Sell	-10	Closed	-$159	–	653
2024 Q3	$159	Buy	+10	New	+$180	﹤0.01%	637
2024 Q1	–	Sell	-10	Closed	-$178	–	573
2023 Q4	$178	Buy	+10	New	+$101	﹤0.01%	565

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

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 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

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

Planned Solutions's ZIMV Position: Q4 2024 in Review

Planned Solutions sold out of ZimVie (ZIMV) in Q4 2024, closing a stake of 10 shares — an estimated $159 sold.

Planned Solutions first reported a position in ZIMV in Q4 2023 and held it in 2 quarters. The position peaked at $178 in Q4 2023. 274 funds tracked by Wall St. Rank hold ZIMV as of Q4 2024.

Planned Solutions reported no remaining ZimVie position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 10 ZimVie shares in Q4 2024, an estimated $159.
Planned Solutions first reported a position in ZimVie in Q4 2023 and held it in 2 quarters.
Planned Solutions's ZimVie position peaked at $178 in Q4 2023.
274 funds tracked by Wall St. Rank held ZimVie as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.