BEI
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Benjamin Edwards Inc’s Zimmer Biomet ZBH Stock Holding History

Benjamin Edwards Inc’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
Q2 		– Sell
-2,620
Closed -$346K – 780
2024
Q1 		$346K Sell
2,620
-37
-1% -$4.62K 0.07% 265
2023
Q4 		$323K Sell
2,657
-2
-0.1% -$223 0.07% 244
2023
Q3 		$298K Sell
2,659
-629
-19% -$79.9K 0.07% 227
2023
Q2 		$479K Buy
3,288
+243
+8% +$33K 0.11% 180
2023
Q1 		$393K Buy
3,045
+109
+4% +$13.7K 0.1% 204
2022
Q4 		$374K Buy
2,936
+787
+37% +$91.3K 0.1% 198
2022
Q3 		$225K Sell
2,149
-170
-7% -$18.7K 0.07% 240
2022
Q2 		$244K Buy
2,319
+1,601
+223% +$190K 0.07% 237
2022
Q1 		$92K Buy
718
+441
+159% +$53.2K 0.03% 374
2021
Q4 		$34K Buy
+277
New +$36.3K 0.01% 458

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Benjamin Edwards Inc's ZBH Position: Q2 2024 in Review

Benjamin Edwards Inc sold out of Zimmer Biomet (ZBH) in Q2 2024, closing a stake of 2,620 shares — an estimated $346K sold.

Benjamin Edwards Inc first reported a position in ZBH in Q4 2021 and held it in 10 quarters. The position peaked at $479K in Q2 2023. 1,005 funds tracked by Wall St. Rank hold ZBH as of Q2 2024.

  • Benjamin Edwards Inc reported no remaining Zimmer Biomet position as of Q2 2024 after selling out during the quarter.
  • Benjamin Edwards Inc sold 2,620 Zimmer Biomet shares in Q2 2024, an estimated $346K.
  • Benjamin Edwards Inc first reported a position in Zimmer Biomet in Q4 2021 and held it in 10 quarters.
  • Benjamin Edwards Inc's Zimmer Biomet position peaked at $479K in Q2 2023.
  • 1,005 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2024.

Based on Benjamin Edwards Inc's 13F filing for Q2 2024, filed 12 Aug 2024.