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Beaumont Asset Management’s Zimmer Biomet ZBH Stock Holding History

Beaumont Asset 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
2024
Q4 		– Sell
-2,790
Closed -$301K – 65
2024
Q3 		$301K Sell
2,790
-2,567
-48% -$280K 0.18% 58
2024
Q2 		$581K Buy
5,357
+51
+1% +$6.01K 0.37% 42
2024
Q1 		$700K Sell
5,306
-97
-2% -$12.1K 0.47% 41
2023
Q4 		$658K Sell
5,403
-1,163
-18% -$130K 0.46% 42
2023
Q3 		$737K Sell
6,566
-6,349
-49% -$806K 0.61% 33
2023
Q2 		$1.88M Buy
12,915
+208
+2% +$28.3K 1.43% 14
2023
Q1 		$1.64M Sell
12,707
-403
-3% -$50.6K 1.2% 17
2022
Q4 		$1.67M Sell
13,110
-1,847
-12% -$214K 1.22% 18
2022
Q3 		$1.56M Sell
14,957
-1,657
-10% -$182K 1.24% 17
2022
Q2 		$1.75M Buy
16,614
+143
+0.9% +$17K 1.32% 15
2022
Q1 		$2.11M Buy
16,471
+803
+5% +$96.8K 1.42% 14
2021
Q4 		$1.93M Buy
+15,668
New +$2.05M 1.29% 15

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 $5.72T AUM 30.48% 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
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

Beaumont Asset Management's ZBH Position: Q4 2024 in Review

Beaumont Asset Management sold out of Zimmer Biomet (ZBH) in Q4 2024, closing a stake of 2,790 shares — an estimated $301K sold.

Beaumont Asset Management first reported a position in ZBH in Q4 2021 and held it in 12 quarters. The position peaked at $2.11M in Q1 2022. 1,027 funds tracked by Wall St. Rank hold ZBH as of Q4 2024.

  • Beaumont Asset Management reported no remaining Zimmer Biomet position as of Q4 2024 after selling out during the quarter.
  • Beaumont Asset Management sold 2,790 Zimmer Biomet shares in Q4 2024, an estimated $301K.
  • Beaumont Asset Management first reported a position in Zimmer Biomet in Q4 2021 and held it in 12 quarters.
  • Beaumont Asset Management's Zimmer Biomet position peaked at $2.11M in Q1 2022.
  • 1,027 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2024.

Based on Beaumont Asset Management's 13F filing for Q4 2024, filed 28 Jan 2025.