Aquila Investment Management’s Zimmer Biomet ZBH Stock Holding History

Aquila Investment 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
2023 Q4	–	Sell	-11,000	Closed	-$1.23M	–	95
2023 Q3	$1.23M	Buy	11,000 +3,000	+38%	+$381K	1.14%	38
2023 Q2	$1.16M	Hold	8,000	–	–	0.95%	50
2023 Q1	$1.03M	Buy	8,000 +1,000	+14%	+$126K	0.85%	58
2022 Q4	$893K	Sell	7,000 -6,000	-46%	-$696K	0.69%	69
2022 Q3	$1.36M	Sell	13,000 -13,000	-50%	-$1.43M	1.02%	44
2022 Q2	$2.73M	Hold	26,000	–	–	1.94%	10
2022 Q1	$3.33M	Buy	26,000 +12,610	+94%	+$1.52M	1.88%	13
2021 Q4	$1.65M	Buy	+13,390	New	+$1.75M	0.8%	68

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Aquila Investment Management's ZBH Position: Q4 2023 in Review

Aquila Investment Management sold out of Zimmer Biomet (ZBH) in Q4 2023, closing a stake of 11,000 shares — an estimated $1.23M sold.

Aquila Investment Management first reported a position in ZBH in Q4 2021 and held it in 8 quarters. The position peaked at $3.33M in Q1 2022. 1,031 funds tracked by Wall St. Rank hold ZBH as of Q4 2023.

Aquila Investment Management reported no remaining Zimmer Biomet position as of Q4 2023 after selling out during the quarter.
Aquila Investment Management sold 11,000 Zimmer Biomet shares in Q4 2023, an estimated $1.23M.
Aquila Investment Management first reported a position in Zimmer Biomet in Q4 2021 and held it in 8 quarters.
Aquila Investment Management's Zimmer Biomet position peaked at $3.33M in Q1 2022.
1,031 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2023.

Based on Aquila Investment Management's 13F filing for Q4 2023, filed 29 Jan 2024.