BIC
ZBH icon

Beach Investment Counsel’s Zimmer Biomet ZBH Stock Holding History

Beach Investment Counsel’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
-493
Closed -$53K – 218
2024
Q3 		$53K Hold
493
– – 0.01% 178
2024
Q2 		$54K Buy
+493
New +$58.1K 0.01% 175

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Beach Investment Counsel's ZBH Position: Q4 2024 in Review

Beach Investment Counsel sold out of Zimmer Biomet (ZBH) in Q4 2024, closing a stake of 493 shares — an estimated $53K sold.

Beach Investment Counsel first reported a position in ZBH in Q2 2024 and held it in 2 quarters. The position peaked at $54K in Q2 2024. 1,030 funds tracked by Wall St. Rank hold ZBH as of Q4 2024.

  • Beach Investment Counsel reported no remaining Zimmer Biomet position as of Q4 2024 after selling out during the quarter.
  • Beach Investment Counsel sold 493 Zimmer Biomet shares in Q4 2024, an estimated $53K.
  • Beach Investment Counsel first reported a position in Zimmer Biomet in Q2 2024 and held it in 2 quarters.
  • Beach Investment Counsel's Zimmer Biomet position peaked at $54K in Q2 2024.
  • 1,030 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.