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Allegheny Financial Group’s Zimmer Biomet ZBH Stock Holding History

Allegheny Financial Group’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
Q4 		– Sell
-2,366
Closed -$255K – 254
2024
Q3 		$255K Buy
2,366
+1
+0% +$109 0.06% 213
2024
Q2 		$257K Buy
2,365
+2
+0.1% +$236 0.07% 188
2024
Q1 		$312K Sell
2,363
-27
-1% -$3.37K 0.1% 161
2023
Q4 		$291K Buy
2,390
+194
+9% +$21.6K 0.09% 167
2023
Q3 		$246K Hold
2,196
– – 0.09% 162
2023
Q2 		$320K Buy
2,196
+1
+0% +$136 0.15% 118
2023
Q1 		$284K Hold
2,195
– – 0.11% 134
2022
Q4 		$280K Buy
2,195
+2
+0.1% +$232 0.12% 132
2022
Q3 		$229K Hold
2,193
– – 0.11% 135
2022
Q2 		$230K Buy
2,193
+1
+0% +$119 0.11% 134
2022
Q1 		$280K Sell
2,192
-66
-3% -$7.96K 0.12% 122
2021
Q4 		$278K Buy
2,258
+1
+0% +$131 0.11% 124
2021
Q3 		$321K Hold
2,257
– – 0.15% 103
2021
Q2 		$352K Buy
+2,257
New +$366K 0.16% 93
2021
Q1 		– Sell
-2,423
Closed -$362K – 139
2020
Q4 		$362K Buy
+2,423
New +$342K 0.19% 75

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Allegheny Financial Group's ZBH Position: Q4 2024 in Review

Allegheny Financial Group sold out of Zimmer Biomet (ZBH) in Q4 2024, closing a stake of 2,366 shares — an estimated $255K sold.

Allegheny Financial Group first reported a position in ZBH in Q4 2020 and held it in 15 quarters. The position peaked at $362K in Q4 2020. 1,027 funds tracked by Wall St. Rank hold ZBH as of Q4 2024.

  • Allegheny Financial Group reported no remaining Zimmer Biomet position as of Q4 2024 after selling out during the quarter.
  • Allegheny Financial Group sold 2,366 Zimmer Biomet shares in Q4 2024, an estimated $255K.
  • Allegheny Financial Group first reported a position in Zimmer Biomet in Q4 2020 and held it in 15 quarters.
  • Allegheny Financial Group's Zimmer Biomet position peaked at $362K in Q4 2020.
  • 1,027 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2024.

Based on Allegheny Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.