BerganKDV Wealth Management’s Zimmer Biomet ZBH Stock Holding History

BerganKDV 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 Q2	$9.46K	Hold	65	–	–	﹤0.01%	560
2023 Q1	$8.4K	Hold	65	–	–	﹤0.01%	626
2022 Q4	$8.29K	Hold	65	–	–	﹤0.01%	604
2022 Q3	$7K	Hold	65	–	–	﹤0.01%	636
2022 Q2	$7K	Hold	65	–	–	﹤0.01%	652
2022 Q1	$8K	Sell	65 -2	-3%	-$241	﹤0.01%	655
2021 Q4	$8K	Sell	67 -252	-79%	-$33K	﹤0.01%	714
2021 Q3	$45K	Hold	319	–	–	0.01%	415
2021 Q2	$50K	Buy	319 +59	+23%	+$9.56K	0.01%	384
2021 Q1	$40K	Sell	260 -13	-5%	-$2.01K	0.01%	397
2020 Q4	$41K	Buy	273 +188	+221%	+$26.6K	0.01%	379
2020 Q3	$11K	Hold	85	–	–	﹤0.01%	500
2020 Q2	$10K	Buy	85 +7	+9%	+$807	﹤0.01%	547
2020 Q1	$8K	Buy	+78	New	+$10.2K	﹤0.01%	523
2016 Q3	–	Sell	-5,300	Closed	-$619K	–	157
2016 Q2	$619K	Buy	5,300 +335	+7%	+$37.9K	0.26%	83
2016 Q1	$514K	Buy	+4,965	New	+$480K	0.31%	83

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

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

BerganKDV Wealth Management's ZBH Position: Q2 2023 in Review

BerganKDV Wealth Management held its Zimmer Biomet (ZBH) position steady in Q2 2023 at 65 shares worth $9.46K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

BerganKDV Wealth Management first reported a position in ZBH in Q1 2016 and has held it in 16 quarters since. The position peaked at $619K in Q2 2016. 1,031 funds tracked by Wall St. Rank hold ZBH as of Q2 2023.

BerganKDV Wealth Management held 65 shares of Zimmer Biomet worth $9.46K as of Q2 2023.
BerganKDV Wealth Management left its Zimmer Biomet share count unchanged in Q2 2023.
Zimmer Biomet made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #560 holding.
BerganKDV Wealth Management first reported a position in Zimmer Biomet in Q1 2016 and has held it in 16 quarters since.
BerganKDV Wealth Management's Zimmer Biomet position peaked at $619K in Q2 2016.
1,031 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.