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Bleakley Financial Group’s Zimmer Biomet ZBH Stock Holding History

Bleakley Financial Group’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
-1,958
Closed -$211K – 1114
2024
Q3 		$211K Sell
1,958
-99
-5% -$10.8K 0.01% 909
2024
Q2 		$223K Sell
2,057
-214
-9% -$25.2K 0.01% 856
2024
Q1 		$300K Buy
2,271
+132
+6% +$16.5K 0.01% 759
2023
Q4 		$260K Sell
2,139
-350
-14% -$39.1K 0.01% 775
2023
Q3 		$279K Sell
2,489
-730
-23% -$92.7K 0.01% 705
2023
Q2 		$469K Buy
3,219
+164
+5% +$22.3K 0.01% 604
2023
Q1 		$395K Buy
3,055
+345
+13% +$43.3K 0.01% 630
2022
Q4 		$345K Buy
+2,710
New +$314K 0.01% 652

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

Bleakley Financial Group's ZBH Position: Q4 2024 in Review

Bleakley Financial Group sold out of Zimmer Biomet (ZBH) in Q4 2024, closing a stake of 1,958 shares — an estimated $211K sold.

Bleakley Financial Group first reported a position in ZBH in Q4 2022 and held it in 8 quarters. The position peaked at $469K in Q2 2023. 1,027 funds tracked by Wall St. Rank hold ZBH as of Q4 2024.

  • Bleakley Financial Group reported no remaining Zimmer Biomet position as of Q4 2024 after selling out during the quarter.
  • Bleakley Financial Group sold 1,958 Zimmer Biomet shares in Q4 2024, an estimated $211K.
  • Bleakley Financial Group first reported a position in Zimmer Biomet in Q4 2022 and held it in 8 quarters.
  • Bleakley Financial Group's Zimmer Biomet position peaked at $469K in Q2 2023.
  • 1,027 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2024.

Based on Bleakley Financial Group's 13F filing for Q4 2024, filed 27 Jan 2025.