Baystate Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Baystate 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 Q4	$12.7K	Buy	104 +1	+1%	+$112	﹤0.01%	672
2023 Q3	$11.6K	Sell	103 -4	-4%	-$508	﹤0.01%	555
2023 Q2	$15.7K	Hold	107	–	–	﹤0.01%	493
2023 Q1	$13.9K	Buy	107 +4	+4%	+$502	﹤0.01%	509
2022 Q4	$13K	Buy	103 +1	+1%	+$116	﹤0.01%	531
2022 Q3	$11K	Hold	102	–	–	﹤0.01%	534
2022 Q2	$11K	Hold	102	–	–	﹤0.01%	542
2022 Q1	$13K	Sell	102 -3	-3%	-$362	﹤0.01%	533
2021 Q4	$13K	Hold	105	–	–	﹤0.01%	531
2021 Q3	$15K	Hold	105	–	–	﹤0.01%	479
2021 Q2	$16K	Buy	105 +1	+1%	+$162	﹤0.01%	458
2021 Q1	$16K	Hold	104	–	–	﹤0.01%	420
2020 Q4	$16K	Sell	104 -1	-1%	-$141	﹤0.01%	381
2020 Q3	$14K	Buy	105 +1	+1%	+$131	﹤0.01%	362
2020 Q2	$12K	Hold	104	–	–	﹤0.01%	369
2020 Q1	$10K	Hold	104	–	–	﹤0.01%	369
2019 Q4	$15K	Hold	104	–	–	﹤0.01%	363
2019 Q3	$14K	Buy	104 +1	+1%	+$129	﹤0.01%	333
2019 Q2	$12K	Hold	103	–	–	﹤0.01%	352
2019 Q1	$13K	Hold	103	–	–	﹤0.01%	358
2018 Q4	$11K	Hold	103	–	–	﹤0.01%	366
2018 Q3	$12K	Hold	103	–	–	﹤0.01%	361
2018 Q2	$11K	Hold	103	–	–	﹤0.01%	368
2018 Q1	$11K	Hold	103	–	–	﹤0.01%	357
2017 Q4	$13K	Hold	103	–	–	﹤0.01%	345
2017 Q3	$12K	Hold	103	–	–	﹤0.01%	336
2017 Q2	$13K	Hold	103	–	–	﹤0.01%	323
2017 Q1	$12K	Buy	103 +21	+26%	+$2.38K	﹤0.01%	325
2016 Q4	$8K	Buy	+82	New	+$8.79K	﹤0.01%	329

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

Baystate Wealth Management's ZBH Position: Q4 2023 in Review

Baystate Wealth Management increased its Zimmer Biomet (ZBH) stake by 0.97% in Q4 2023, buying an estimated $112 and bringing the position to 104 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Baystate Wealth Management first reported a position in ZBH in Q4 2016 and has held it in 29 quarters since. The position peaked at $16K in Q2 2021. 1,030 funds tracked by Wall St. Rank hold ZBH as of Q4 2023.

Baystate Wealth Management held 104 shares of Zimmer Biomet worth $12.7K as of Q4 2023.
Baystate Wealth Management bought 1 Zimmer Biomet share in Q4 2023, an estimated $112.
Zimmer Biomet made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #672 holding.
Baystate Wealth Management first reported a position in Zimmer Biomet in Q4 2016 and has held it in 29 quarters since.
Baystate Wealth Management's Zimmer Biomet position peaked at $16K in Q2 2021.
1,030 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2023.

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