WT
ZIMV

Whittier Trust’s ZimVie ZIMV Stock Holding History

Whittier Trust’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
-4
Closed -$55 – 1572
2024
Q4 		$55 Hold
4
– – ﹤0.01% 1540
2024
Q3 		$63 Hold
4
– – ﹤0.01% 1543
2024
Q2 		$73 Hold
4
– – ﹤0.01% 1510
2024
Q1 		$65 Hold
4
– – ﹤0.01% 1503
2023
Q4 		$71 Hold
4
– – ﹤0.01% 1502
2023
Q3 		$37 Hold
4
– – ﹤0.01% 1669
2023
Q2 		$44 Hold
4
– – ﹤0.01% 1553
2023
Q1 		$28 Sell
4
-187
-98% -$1.59K ﹤0.01% 1598
2022
Q4 		$1.78K Sell
191
-129
-40% -$1.13K ﹤0.01% 1497
2022
Q3 		$3K Sell
320
-36
-10% -$581 ﹤0.01% 1541
2022
Q2 		$6K Sell
356
-108
-23% -$2.38K ﹤0.01% 1419
2022
Q1 		$11K Buy
+464
New +$10.9K ﹤0.01% 1327

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

Whittier Trust's ZIMV Position: Q1 2025 in Review

Whittier Trust sold out of ZimVie (ZIMV) in Q1 2025, closing a stake of 4 shares — an estimated $55 sold.

Whittier Trust first reported a position in ZIMV in Q1 2022 and held it in 12 quarters. The position peaked at $11K in Q1 2022. 259 funds tracked by Wall St. Rank hold ZIMV as of Q1 2025.

  • Whittier Trust reported no remaining ZimVie position as of Q1 2025 after selling out during the quarter.
  • Whittier Trust sold 4 ZimVie shares in Q1 2025, an estimated $55.
  • Whittier Trust first reported a position in ZimVie in Q1 2022 and held it in 12 quarters.
  • Whittier Trust's ZimVie position peaked at $11K in Q1 2022.
  • 259 funds tracked by Wall St. Rank held ZimVie as of Q1 2025.

Based on Whittier Trust's 13F filing for Q1 2025, filed 2 May 2025.