AWM
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AE Wealth Management’s Zimmer Biomet ZBH Stock Holding History

AE 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
-2,480
Closed -$302K – 2040
2023
Q4 		$302K Sell
2,480
-645
-21% -$72K ﹤0.01% 1695
2023
Q3 		$351K Sell
3,125
-12,490
-80% -$1.59M ﹤0.01% 1540
2023
Q2 		$2.27M Sell
15,615
-5,709
-27% -$776K 0.01% 809
2023
Q1 		$2.76M Buy
+21,324
New +$2.68M 0.02% 687
2022
Q3 		– Sell
-1,916
Closed -$201K – 1894
2022
Q2 		$201K Sell
1,916
-219
-10% -$26K ﹤0.01% 1599
2022
Q1 		$273K Sell
2,135
-531
-20% -$64K ﹤0.01% 1458
2021
Q4 		$329K Sell
2,666
-22,598
-89% -$2.96M ﹤0.01% 1410
2021
Q3 		$3.59M Sell
25,264
-2,116
-8% -$311K 0.03% 460
2021
Q2 		$4.28M Buy
27,380
+2,335
+9% +$378K 0.04% 414
2021
Q1 		$3.89M Buy
25,045
+6,188
+33% +$959K 0.04% 373
2020
Q4 		$2.82M Buy
18,857
+1,246
+7% +$176K 0.03% 398
2020
Q3 		$2.33M Buy
17,611
+3,166
+22% +$414K 0.03% 386
2020
Q2 		$1.67M Buy
14,445
+7,212
+100% +$831K 0.03% 463
2020
Q1 		$710K Buy
+7,233
New +$948K 0.02% 574

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AE Wealth Management sold out of Zimmer Biomet (ZBH) in Q1 2024, closing a stake of 2,480 shares — an estimated $302K sold.

AE Wealth Management first reported a position in ZBH in Q1 2020 and held it in 14 quarters. The position peaked at $4.28M in Q2 2021. 1,011 funds tracked by Wall St. Rank hold ZBH as of Q1 2024.

  • AE Wealth Management reported no remaining Zimmer Biomet position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 2,480 Zimmer Biomet shares in Q1 2024, an estimated $302K.
  • AE Wealth Management first reported a position in Zimmer Biomet in Q1 2020 and held it in 14 quarters.
  • AE Wealth Management's Zimmer Biomet position peaked at $4.28M in Q2 2021.
  • 1,011 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.