SWM
ZIMV

Sugarloaf Wealth Management’s ZimVie ZIMV Stock Holding History

Sugarloaf Wealth Management’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
-2
Closed -$36 – 717
2023
Q4 		$36 Hold
2
– – ﹤0.01% 680
2023
Q3 		$19 Hold
2
– – ﹤0.01% 679
2023
Q2 		$22 Sell
2
-2
-50% -$19 ﹤0.01% 690
2023
Q1 		$29 Hold
4
– – ﹤0.01% 696
2022
Q4 		$37 Sell
4
-6
-60% -$52 ﹤0.01% 779
2022
Q3 		$1K Sell
10
-15
-60% -$242 ﹤0.01% 815
2022
Q2 		$0 Buy
+25
New +$551 ﹤0.01% 843

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

Sugarloaf Wealth Management's ZIMV Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of ZimVie (ZIMV) in Q1 2024, closing a stake of 2 shares — an estimated $36 sold.

Sugarloaf Wealth Management first reported a position in ZIMV in Q2 2022 and held it in 7 quarters. The position peaked at $1K in Q3 2022. 283 funds tracked by Wall St. Rank hold ZIMV as of Q1 2024.

  • Sugarloaf Wealth Management reported no remaining ZimVie position as of Q1 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 2 ZimVie shares in Q1 2024, an estimated $36.
  • Sugarloaf Wealth Management first reported a position in ZimVie in Q2 2022 and held it in 7 quarters.
  • Sugarloaf Wealth Management's ZimVie position peaked at $1K in Q3 2022.
  • 283 funds tracked by Wall St. Rank held ZimVie as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.