C2C Wealth Management’s Zimmer Biomet ZBH Stock Holding History

C2C 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 Q4	–	Sell	-6,774	Closed	-$756K	–	234
2023 Q3	$756K	Sell	6,774 -500	-7%	-$63.5K	0.11%	102
2023 Q2	$1.03M	Buy	7,274 +150	+2%	+$20.4K	0.14%	78
2023 Q1	$938K	Buy	7,124 +3,336	+88%	+$419K	0.15%	89
2022 Q4	$463K	Sell	3,788 -411	-10%	-$47.7K	0.08%	106
2022 Q3	$469K	Sell	4,199 -708	-14%	-$77.7K	0.09%	106
2022 Q2	$526K	Sell	4,907 -129	-3%	-$15.3K	0.1%	101
2022 Q1	$662K	Sell	5,036 -270	-5%	-$32.5K	0.11%	96
2021 Q4	$655K	Buy	+5,306	New	+$694K	0.09%	111

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

Morgan Stanley New York $1.66T AUM 25.57% 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

C2C Wealth Management's ZBH Position: Q4 2023 in Review

C2C Wealth Management sold out of Zimmer Biomet (ZBH) in Q4 2023, closing a stake of 6,774 shares — an estimated $756K sold.

C2C Wealth Management first reported a position in ZBH in Q4 2021 and held it in 8 quarters. The position peaked at $1.03M in Q2 2023. 1,030 funds tracked by Wall St. Rank hold ZBH as of Q4 2023.

C2C Wealth Management reported no remaining Zimmer Biomet position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 6,774 Zimmer Biomet shares in Q4 2023, an estimated $756K.
C2C Wealth Management first reported a position in Zimmer Biomet in Q4 2021 and held it in 8 quarters.
C2C Wealth Management's Zimmer Biomet position peaked at $1.03M in Q2 2023.
1,030 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.