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Buckingham Strategic Wealth’s Zimmer Biomet ZBH Stock Holding History

Buckingham Strategic Wealth’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 		$500K Buy
4,604
+44
+1% +$5.19K 0.01% 466
2024
Q1 		$602K Buy
4,560
+134
+3% +$16.7K 0.01% 423
2023
Q4 		$539K Sell
4,426
-66
-1% -$7.36K 0.01% 422
2023
Q3 		$504K Buy
4,492
+83
+2% +$10.5K 0.01% 416
2023
Q2 		$642K Buy
4,409
+270
+7% +$36.7K 0.01% 370
2023
Q1 		$528K Hold
4,139
– – 0.01% 366
2022
Q4 		$528K Sell
4,139
-121
-3% -$14K 0.01% 368
2022
Q3 		$445K Buy
4,260
+244
+6% +$26.8K 0.01% 391
2022
Q2 		$422K Buy
4,016
+958
+31% +$114K 0.01% 405
2022
Q1 		$391K Sell
3,058
-7
-0.2% -$844 0.01% 415
2021
Q4 		$378K Sell
3,065
-44
-1% -$5.76K 0.01% 418
2021
Q3 		$442K Buy
3,109
+29
+0.9% +$4.27K 0.01% 378
2021
Q2 		$481K Buy
3,080
+292
+10% +$47.3K 0.01% 372
2021
Q1 		$433K Sell
2,788
-231
-8% -$35.8K 0.02% 357
2020
Q4 		$452K Buy
3,019
+453
+18% +$64K 0.02% 335
2020
Q3 		$339K Sell
2,566
-14
-0.5% -$1.83K 0.03% 339
2020
Q2 		$299K Buy
+2,580
New +$297K 0.03% 317
2020
Q1 		– Sell
-1,399
Closed -$203K – 524
2019
Q4 		$203K Buy
+1,399
New +$193K 0.02% 439

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

Buckingham Strategic Wealth's ZBH Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Zimmer Biomet (ZBH) stake by 0.96% in Q2 2024, buying an estimated $5.19K and bringing the position to 4,604 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #466.

Buckingham Strategic Wealth first reported a position in ZBH in Q4 2019 and has held it in 18 quarters since. The position peaked at $642K in Q2 2023. 1,005 funds tracked by Wall St. Rank hold ZBH as of Q2 2024.

  • Buckingham Strategic Wealth held 4,604 shares of Zimmer Biomet worth $500K as of Q2 2024.
  • Buckingham Strategic Wealth bought 44 Zimmer Biomet shares in Q2 2024, an estimated $5.19K.
  • Zimmer Biomet made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #466 holding.
  • Buckingham Strategic Wealth first reported a position in Zimmer Biomet in Q4 2019 and has held it in 18 quarters since.
  • Buckingham Strategic Wealth's Zimmer Biomet position peaked at $642K in Q2 2023.
  • 1,005 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.