44 Wealth Management’s Zimmer Biomet ZBH Stock Holding History

44 Wealth Management’s Portfolio ZBH Stock Details ZBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$702K	Sell	4,823 -838	-15%	-$114K	0.24%	87
2023 Q1	$731K	Sell	5,661 -816	-13%	-$102K	0.25%	88
2022 Q4	$826K	Buy	6,477 +1,596	+33%	+$185K	0.29%	82
2022 Q3	$510K	Sell	4,881 -100	-2%	-$11K	0.21%	101
2022 Q2	$523K	Buy	4,981 +34	+0.7%	+$4.03K	0.2%	102
2022 Q1	$633K	Buy	4,947 +15	+0.3%	+$1.81K	0.23%	100
2021 Q4	$608K	Buy	4,932 +512	+12%	+$67K	0.21%	96
2021 Q3	$628K	Sell	4,420 -11	-0.2%	-$1.62K	0.24%	91
2021 Q2	$692K	Buy	4,431 +655	+17%	+$106K	0.27%	86
2021 Q1	$587K	Buy	+3,776	New	+$585K	0.25%	90

Other funds holding ZBH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

44 Wealth Management's ZBH Position: Q2 2023 in Review

44 Wealth Management reduced its Zimmer Biomet (ZBH) stake by 15% in Q2 2023, selling an estimated $114K and leaving 4,823 shares worth $702K. The position accounts for 0.24% of the portfolio, ranked #87.

44 Wealth Management first reported a position in ZBH in Q1 2021 and has held it in 10 quarters since. The position peaked at $826K in Q4 2022. 1,031 funds tracked by Wall St. Rank hold ZBH as of Q2 2023.

44 Wealth Management held 4,823 shares of Zimmer Biomet worth $702K as of Q2 2023.
44 Wealth Management sold 838 Zimmer Biomet shares in Q2 2023, an estimated $114K.
Zimmer Biomet made up 0.24% of 44 Wealth Management's portfolio in Q2 2023, its #87 holding.
44 Wealth Management first reported a position in Zimmer Biomet in Q1 2021 and has held it in 10 quarters since.
44 Wealth Management's Zimmer Biomet position peaked at $826K in Q4 2022.
1,031 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2023.

Based on 44 Wealth Management's 13F filing for Q2 2023, filed 18 Jul 2023.