WBC
ZIMV

West Branch Capital’s ZimVie ZIMV Stock Holding History

West Branch Capital’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
2023
Q1 		– Sell
-212
Closed -$1.98K – 469
2022
Q4 		$1.98K Hold
212
– – ﹤0.01% 392
2022
Q3 		$2K Hold
212
– – ﹤0.01% 412
2022
Q2 		$3K Buy
+212
New +$4.67K ﹤0.01% 378

Other funds holding ZIMV

CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
KLC
Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

West Branch Capital's ZIMV Position: Q1 2023 in Review

West Branch Capital sold out of ZimVie (ZIMV) in Q1 2023, closing a stake of 212 shares — an estimated $1.98K sold.

West Branch Capital first reported a position in ZIMV in Q2 2022 and held it in 3 quarters. The position peaked at $3K in Q2 2022. 291 funds tracked by Wall St. Rank hold ZIMV as of Q1 2023.

  • West Branch Capital reported no remaining ZimVie position as of Q1 2023 after selling out during the quarter.
  • West Branch Capital sold 212 ZimVie shares in Q1 2023, an estimated $1.98K.
  • West Branch Capital first reported a position in ZimVie in Q2 2022 and held it in 3 quarters.
  • West Branch Capital's ZimVie position peaked at $3K in Q2 2022.
  • 291 funds tracked by Wall St. Rank held ZimVie as of Q1 2023.

Based on West Branch Capital's 13F filing for Q1 2023, filed 20 Apr 2023.