Beaton Management Company’s Zimmer Biomet ZBH Stock Holding History

Beaton Management Company’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
2025 Q2	–	Sell	-1,949	Closed	-$221K	–	141
2025 Q1	$221K	Sell	1,949 -40	-2%	-$4.28K	0.11%	128
2024 Q4	$210K	Hold	1,989	–	–	0.11%	132
2024 Q3	$215K	Hold	1,989	–	–	0.11%	132
2024 Q2	$216K	Hold	1,989	–	–	0.12%	128
2024 Q1	$263K	Hold	1,989	–	–	0.14%	118
2023 Q4	$242K	Hold	1,989	–	–	0.14%	118
2023 Q3	$223K	Hold	1,989	–	–	0.14%	119
2023 Q2	$290K	Buy	1,989 +9	+0.5%	+$1.22K	0.18%	110
2023 Q1	$256K	Hold	1,980	–	–	0.17%	113
2022 Q4	$252K	Hold	1,980	–	–	0.17%	113
2022 Q3	$207K	Hold	1,980	–	–	0.16%	121
2022 Q2	$208K	Sell	1,980 -100	-5%	-$11.9K	0.15%	123
2022 Q1	$266K	Sell	2,080 -62	-3%	-$7.47K	0.16%	120
2021 Q4	$264K	Hold	2,142	–	–	0.16%	120
2021 Q3	$304K	Hold	2,142	–	–	0.2%	104
2021 Q2	$335K	Hold	2,142	–	–	0.21%	101
2021 Q1	$333K	Hold	2,142	–	–	0.23%	98
2020 Q4	$321K	Hold	2,142	–	–	0.24%	98
2020 Q3	$283K	Sell	2,142 -124	-5%	-$16.2K	0.23%	94
2020 Q2	$263K	Hold	2,266	–	–	0.23%	94
2020 Q1	$222K	Hold	2,266	–	–	0.22%	100
2019 Q4	$329K	Hold	2,266	–	–	0.26%	90
2019 Q3	$302K	Sell	2,266 -21	-0.9%	-$2.71K	0.24%	95
2019 Q2	$261K	Hold	2,287	–	–	0.22%	103
2019 Q1	$283K	Hold	2,287	–	–	0.24%	95
2018 Q4	$230K	Hold	2,287	–	–	0.23%	101
2018 Q3	$292K	Buy	2,287 +42	+2%	+$4.99K	0.24%	101
2018 Q2	$243K	Sell	2,245 -124	-5%	-$13.5K	0.22%	106
2018 Q1	$251K	Hold	2,369	–	–	0.23%	102
2017 Q4	$278K	Hold	2,369	–	–	0.25%	97
2017 Q3	$269K	Hold	2,369	–	–	0.25%	99
2017 Q2	$295K	Buy	+2,369	New	+$281K	0.29%	92

Other funds holding ZBH

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Beaton Management Company's ZBH Position: Q2 2025 in Review

Beaton Management Company sold out of Zimmer Biomet (ZBH) in Q2 2025, closing a stake of 1,949 shares — an estimated $221K sold.

Beaton Management Company first reported a position in ZBH in Q2 2017 and held it in 32 quarters. The position peaked at $335K in Q2 2021. 934 funds tracked by Wall St. Rank hold ZBH as of Q2 2025.

Beaton Management Company reported no remaining Zimmer Biomet position as of Q2 2025 after selling out during the quarter.
Beaton Management Company sold 1,949 Zimmer Biomet shares in Q2 2025, an estimated $221K.
Beaton Management Company first reported a position in Zimmer Biomet in Q2 2017 and held it in 32 quarters.
Beaton Management Company's Zimmer Biomet position peaked at $335K in Q2 2021.
934 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2025.

Based on Beaton Management Company's 13F filing for Q2 2025, filed 12 Aug 2025.