Aries Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Aries 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
2023 Q3	–	Sell	-1,545	Closed	-$225K	–	209
2023 Q2	$225K	Buy	+1,545	New	+$210K	0.09%	177
2022 Q1	–	Sell	-1,709	Closed	-$211K	–	240
2021 Q4	$211K	Hold	1,709	–	–	0.08%	179
2021 Q3	$243K	Hold	1,709	–	–	0.1%	159
2021 Q2	$267K	Hold	1,709	–	–	0.11%	147
2021 Q1	$279K	Sell	1,709 -206	-11%	-$31.9K	0.13%	141
2020 Q4	$295K	Hold	1,915	–	–	0.15%	127
2020 Q3	$253K	Hold	1,915	–	–	0.14%	122
2020 Q2	$222K	Buy	+1,915	New	+$221K	0.14%	127
2020 Q1	–	Sell	-1,658	Closed	-$238K	–	160
2019 Q4	$238K	Hold	1,658	–	–	0.15%	131
2019 Q3	$220K	Buy	+1,658	New	+$214K	0.15%	135
2019 Q2	–	Sell	-1,658	Closed	-$206K	–	163
2019 Q1	$206K	Buy	+1,658	New	+$188K	0.15%	142
2018 Q4	–	Sell	-1,658	Closed	-$212K	–	133
2018 Q3	$212K	Hold	1,658	–	–	0.19%	119
2018 Q2	$202K	Buy	+1,658	New	+$180K	0.19%	124
2018 Q1	–	Sell	-1,761	Closed	-$211K	–	138
2017 Q4	$211K	Buy	+1,761	New	+$199K	0.19%	117

Other funds holding ZBH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aries Wealth Management's ZBH Position: Q3 2023 in Review

Aries Wealth Management sold out of Zimmer Biomet (ZBH) in Q3 2023, closing a stake of 1,545 shares — an estimated $225K sold.

Aries Wealth Management first reported a position in ZBH in Q4 2017 and held it in 14 quarters. The position peaked at $295K in Q4 2020. 1,015 funds tracked by Wall St. Rank hold ZBH as of Q3 2023.

Aries Wealth Management reported no remaining Zimmer Biomet position as of Q3 2023 after selling out during the quarter.
Aries Wealth Management sold 1,545 Zimmer Biomet shares in Q3 2023, an estimated $225K.
Aries Wealth Management first reported a position in Zimmer Biomet in Q4 2017 and held it in 14 quarters.
Aries Wealth Management's Zimmer Biomet position peaked at $295K in Q4 2020.
1,015 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2023.

Based on Aries Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.