Winch Advisory Services’s ZimVie ZIMV Stock Holding History

Winch Advisory Services’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 Q2	–	Sell	-15	Closed	–	–	448
2023 Q1	$0	Hold	15	–	–	﹤0.01%	443
2022 Q4	$0	Hold	15	–	–	﹤0.01%	435
2022 Q3	$0	Hold	15	–	–	﹤0.01%	441
2022 Q2	$0	Hold	15	–	–	﹤0.01%	490
2022 Q1	$0	Buy	+15	New	+$353	﹤0.01%	494

Other funds holding ZIMV

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 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

KLC

Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Winch Advisory Services's ZIMV Position: Q2 2023 in Review

Winch Advisory Services sold out of ZimVie (ZIMV) in Q2 2023, closing a stake of 15 shares.

Winch Advisory Services first reported a position in ZIMV in Q1 2022 and held it in 5 quarters. The position peaked at $0 in Q1 2023. 288 funds tracked by Wall St. Rank hold ZIMV as of Q2 2023.

Winch Advisory Services reported no remaining ZimVie position as of Q2 2023 after selling out during the quarter.
Winch Advisory Services sold 15 ZimVie shares in Q2 2023.
Winch Advisory Services first reported a position in ZimVie in Q1 2022 and held it in 5 quarters.
Winch Advisory Services's ZimVie position peaked at $0 in Q1 2023.
288 funds tracked by Wall St. Rank held ZimVie as of Q2 2023.

Based on Winch Advisory Services's 13F filing for Q2 2023, filed 8 Aug 2023.