Burney Company’s Zimmer Biomet ZBH Stock Holding History

Burney Company’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 Q1	–	Sell	-1,666	Closed	-$203K	–	623
2023 Q4	$203K	Buy	+1,666	New	+$186K	0.01%	564
2023 Q3	–	Sell	-1,674	Closed	-$244K	–	598
2023 Q2	$244K	Sell	1,674 -20	-1%	-$2.72K	0.01%	518
2023 Q1	$219K	Sell	1,694 -10	-0.6%	-$1.26K	0.01%	530
2022 Q4	$217K	Buy	+1,704	New	+$198K	0.01%	515
2022 Q2	–	Sell	-1,688	Closed	-$216K	–	584
2022 Q1	$216K	Sell	1,688 -51	-3%	-$6.15K	0.01%	553
2021 Q4	$214K	Buy	1,739 +38	+2%	+$4.97K	0.01%	561
2021 Q3	$242K	Hold	1,701	–	–	0.01%	526
2021 Q2	$266K	Hold	1,701	–	–	0.01%	519
2021 Q1	$264K	Sell	1,701 -31	-2%	-$4.8K	0.01%	499
2020 Q4	$259K	Buy	1,732 +177	+11%	+$25K	0.01%	459
2020 Q3	$206K	Buy	+1,555	New	+$203K	0.01%	477
2020 Q1	–	Sell	-1,408	Closed	-$205K	–	485
2019 Q4	$205K	Buy	+1,408	New	+$194K	0.01%	448

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Burney Company's ZBH Position: Q1 2024 in Review

Burney Company sold out of Zimmer Biomet (ZBH) in Q1 2024, closing a stake of 1,666 shares — an estimated $203K sold.

Burney Company first reported a position in ZBH in Q4 2019 and held it in 12 quarters. The position peaked at $266K in Q2 2021. 1,011 funds tracked by Wall St. Rank hold ZBH as of Q1 2024.

Burney Company reported no remaining Zimmer Biomet position as of Q1 2024 after selling out during the quarter.
Burney Company sold 1,666 Zimmer Biomet shares in Q1 2024, an estimated $203K.
Burney Company first reported a position in Zimmer Biomet in Q4 2019 and held it in 12 quarters.
Burney Company's Zimmer Biomet position peaked at $266K in Q2 2021.
1,011 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2024.

Based on Burney Company's 13F filing for Q1 2024, filed 22 May 2024.