AJ Wealth Strategies’s Zimmer Biomet ZBH Stock Holding History

AJ Wealth Strategies’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	$684K	Buy	4,698 +57	+1%	+$7.75K	0.03%	155
2023 Q1	$600K	Buy	4,641 +1	+0%	+$126	0.03%	160
2022 Q4	$592K	Hold	4,640	–	–	0.03%	167
2022 Q3	$485K	Hold	4,640	–	–	0.03%	184
2022 Q2	$487K	Hold	4,640	–	–	0.03%	187
2022 Q1	$593K	Sell	4,640 -139	-3%	-$16.8K	0.03%	184
2021 Q4	$589K	Hold	4,779	–	–	0.03%	183
2021 Q3	$679K	Hold	4,779	–	–	0.04%	159
2021 Q2	$746K	Hold	4,779	–	–	0.04%	147
2021 Q1	$743K	Hold	4,779	–	–	0.05%	134
2020 Q4	$715K	Hold	4,779	–	–	0.06%	124
2020 Q3	$632K	Buy	4,779 +46	+1%	+$6.01K	0.06%	122
2020 Q2	$548K	Buy	4,733 +2,261	+91%	+$261K	0.06%	123
2020 Q1	$243K	Buy	+2,472	New	+$324K	0.03%	146

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

AJ Wealth Strategies's ZBH Position: Q2 2023 in Review

AJ Wealth Strategies increased its Zimmer Biomet (ZBH) stake by 1.2% in Q2 2023, buying an estimated $7.75K and bringing the position to 4,698 shares worth $684K. The position accounts for 0.03% of the portfolio, ranked #155.

AJ Wealth Strategies first reported a position in ZBH in Q1 2020 and has held it in 14 quarters since. The position peaked at $746K in Q2 2021. 1,031 funds tracked by Wall St. Rank hold ZBH as of Q2 2023.

AJ Wealth Strategies held 4,698 shares of Zimmer Biomet worth $684K as of Q2 2023.
AJ Wealth Strategies bought 57 Zimmer Biomet shares in Q2 2023, an estimated $7.75K.
Zimmer Biomet made up 0.03% of AJ Wealth Strategies's portfolio in Q2 2023, its #155 holding.
AJ Wealth Strategies first reported a position in Zimmer Biomet in Q1 2020 and has held it in 14 quarters since.
AJ Wealth Strategies's Zimmer Biomet position peaked at $746K in Q2 2021.
1,031 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.