Able Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Able 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
2024 Q1	–	Sell	-97	Closed	-$11.8K	–	594
2023 Q4	$11.8K	Buy	+97	New	+$10.8K	0.01%	260

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Able Wealth Management's ZBH Position: Q1 2024 in Review

Able Wealth Management sold out of Zimmer Biomet (ZBH) in Q1 2024, closing a stake of 97 shares — an estimated $11.8K sold.

Able Wealth Management first reported a position in ZBH in Q4 2023 and held it in 1 quarter. The position peaked at $11.8K in Q4 2023. 1,011 funds tracked by Wall St. Rank hold ZBH as of Q1 2024.

Able Wealth Management reported no remaining Zimmer Biomet position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 97 Zimmer Biomet shares in Q1 2024, an estimated $11.8K.
Able Wealth Management first reported a position in Zimmer Biomet in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Zimmer Biomet position peaked at $11.8K in Q4 2023.
1,011 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.