Advisors Asset Management’s Zimmer Biomet ZBH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,556
Closed -$600K 1524
2024
Q3
$600K Sell
5,556
-749
-12% -$81.7K 0.01% 876
2024
Q2
$684K Sell
6,305
-53
-0.8% -$6.25K 0.01% 820
2024
Q1
$839K Sell
6,358
-120
-2% -$15K 0.02% 783
2023
Q4
$788K Buy
6,478
+623
+11% +$69.5K 0.02% 778
2023
Q3
$657K Buy
+5,855
New +$744K 0.01% 830
2021
Q4
Sell
-1,418
Closed -$202K 1527
2021
Q3
$202K Sell
1,418
-2,045
-59% -$301K ﹤0.01% 1206
2021
Q2
$541K Sell
3,463
-37
-1% -$5.99K 0.01% 982
2021
Q1
$544K Sell
3,500
-49
-1% -$7.59K 0.01% 997
2020
Q4
$531K Sell
3,549
-45
-1% -$6.36K 0.01% 950
2020
Q3
$475K Sell
3,594
-50
-1% -$6.53K 0.01% 934
2020
Q2
$422K Sell
3,644
-52
-1% -$5.99K 0.01% 949
2020
Q1
$363K Buy
3,696
+825
+29% +$108K 0.01% 939
2019
Q4
$417K Buy
2,871
+1,130
+65% +$156K 0.01% 1037
2019
Q3
$232K Sell
1,741
-1,142
-40% -$148K ﹤0.01% 1155
2019
Q2
$330K Sell
2,883
-1,776
-38% -$208K 0.01% 1090
2019
Q1
$578K Sell
4,659
-3,005
-39% -$341K 0.01% 1035
2018
Q4
$772K Sell
7,664
-10,854
-59% -$1.22M 0.02% 853
2018
Q3
$2.36M Sell
18,518
-12,551
-40% -$1.49M 0.04% 542
2018
Q2
$3.36M Sell
31,069
-18,208
-37% -$1.98M 0.06% 404
2018
Q1
$5.56M Sell
49,277
-10,727
-18% -$1.25M 0.09% 278
2017
Q4
$7.03M Sell
60,004
-5,855
-9% -$662K 0.12% 223
2017
Q3
$7.49M Buy
65,859
+9,657
+17% +$1.11M 0.13% 216
2017
Q2
$7.01M Buy
56,202
+11,695
+26% +$1.39M 0.12% 243
2017
Q1
$5.28M Buy
44,507
+19,361
+77% +$2.19M 0.09% 323
2016
Q4
$2.52M Buy
25,146
+10,235
+69% +$1.1M 0.04% 558
2016
Q3
$1.88M Buy
14,911
+9,683
+185% +$1.2M 0.03% 639
2016
Q2
$611K Sell
5,228
-5
-0.1% -$566 0.01% 1033
2016
Q1
$542K Sell
5,233
-7,157
-58% -$692K 0.01% 1051
2015
Q4
$1.23M Sell
12,390
-6,092
-33% -$596K 0.02% 825
2015
Q3
$1.69M Sell
18,482
-802
-4% -$80.4K 0.03% 701
2015
Q2
$2.04M Buy
19,284
+138
+0.7% +$15.3K 0.03% 660
2015
Q1
$2.18M Buy
19,146
+7,311
+62% +$834K 0.03% 626
2014
Q4
$1.3M Buy
11,835
+10,898
+1,163% +$1.15M 0.02% 770
2014
Q3
$92K Hold
937
﹤0.01% 1474
2014
Q2
$95K Hold
937
﹤0.01% 1476
2014
Q1
$86K Sell
937
-1,421
-60% -$131K ﹤0.01% 1477
2013
Q4
$213K Sell
2,358
-147
-6% -$12.7K ﹤0.01% 1184
2013
Q3
$200K Sell
2,505
-1,886
-43% -$148K ﹤0.01% 1123
2013
Q2
$319K Buy
+4,391
New +$328K 0.01% 970

Other funds holding ZBH

Advisors Asset Management's ZBH Position: Q4 2024 in Review

Advisors Asset Management sold out of Zimmer Biomet (ZBH) in Q4 2024, closing a stake of 5,556 shares — an estimated $600K sold.

Advisors Asset Management first reported a position in ZBH in Q2 2013 and held it in 39 quarters. The position peaked at $7.49M in Q3 2017. 1,027 funds tracked by Wall St. Rank hold ZBH as of Q4 2024.

  • Advisors Asset Management reported no remaining Zimmer Biomet position as of Q4 2024 after selling out during the quarter.
  • Advisors Asset Management sold 5,556 Zimmer Biomet shares in Q4 2024, an estimated $600K.
  • Advisors Asset Management first reported a position in Zimmer Biomet in Q2 2013 and held it in 39 quarters.
  • Advisors Asset Management's Zimmer Biomet position peaked at $7.49M in Q3 2017.
  • 1,027 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2024.

Based on Advisors Asset Management's 13F filing for Q4 2024, filed 10 Feb 2025.