Bank Julius Baer & Co
ZBH icon

Bank Julius Baer & Co’s Zimmer Biomet ZBH Stock Holding History

Bank Julius Baer & Co’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
-622
Closed -$70K – 578
2023
Q3 		$70K Sell
622
-2,761
-82% -$351K ﹤0.01% 448
2023
Q2 		$493K Buy
3,383
+257
+8% +$34.9K ﹤0.01% 332
2023
Q1 		$404K Buy
3,126
+616
+25% +$77.3K ﹤0.01% 366
2022
Q4 		$320K Buy
+2,510
New +$291K ﹤0.01% 380
2022
Q2 		– Sell
-160
Closed -$20K – 631
2022
Q1 		$20K Buy
+160
New +$19.3K ﹤0.01% 558
2021
Q1 		– Sell
-368
Closed -$55K – 912
2020
Q4 		$55K Sell
368
-1,343
-78% -$190K ﹤0.01% 673
2020
Q3 		$226K Sell
1,711
-319
-16% -$41.7K ﹤0.01% 487
2020
Q2 		$235K Sell
2,030
-2,388
-54% -$275K ﹤0.01% 439
2020
Q1 		$434K Buy
+4,418
New +$579K 0.01% 331

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Bank Julius Baer & Co's ZBH Position: Q4 2023 in Review

Bank Julius Baer & Co sold out of Zimmer Biomet (ZBH) in Q4 2023, closing a stake of 622 shares — an estimated $70K sold.

Bank Julius Baer & Co first reported a position in ZBH in Q1 2020 and held it in 9 quarters. The position peaked at $493K in Q2 2023. 1,030 funds tracked by Wall St. Rank hold ZBH as of Q4 2023.

  • Bank Julius Baer & Co reported no remaining Zimmer Biomet position as of Q4 2023 after selling out during the quarter.
  • Bank Julius Baer & Co sold 622 Zimmer Biomet shares in Q4 2023, an estimated $70K.
  • Bank Julius Baer & Co first reported a position in Zimmer Biomet in Q1 2020 and held it in 9 quarters.
  • Bank Julius Baer & Co's Zimmer Biomet position peaked at $493K in Q2 2023.
  • 1,030 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2023.

Based on Bank Julius Baer & Co's 13F filing for Q4 2023, filed 2 Feb 2024.