CWM
ZBH icon

Calamos Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Calamos 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
-63,746
Closed -$7.15M – 341
2023
Q3 		$7.15M Buy
+63,746
New +$8.1M 0.54% 50
2016
Q4 		– Sell
-31,644
Closed -$3.99M – 234
2016
Q3 		$3.99M Buy
31,644
+16,919
+115% +$2.09M 0.68% 48
2016
Q2 		$1.72M Sell
14,725
-847
-5% -$95.9K 0.3% 108
2016
Q1 		$1.61M Buy
15,572
+23
+0.1% +$2.23K 0.31% 107
2015
Q4 		$1.55M Sell
15,549
-446
-3% -$43.6K 0.31% 105
2015
Q3 		$1.46M Sell
15,995
-9,915
-38% -$994K 0.35% 102
2015
Q2 		$2.75M Buy
25,910
+1,509
+6% +$167K 0.65% 42
2015
Q1 		$2.78M Buy
24,401
+840
+4% +$95.8K 0.7% 42
2014
Q4 		$2.59M Buy
23,561
+5,335
+29% +$562K 0.74% 36
2014
Q3 		$1.78M Buy
18,226
+304
+2% +$29.9K 0.51% 75
2014
Q2 		$1.81M Sell
17,922
-494
-3% -$48.2K 0.52% 76
2014
Q1 		$1.69M Buy
+18,416
New +$1.7M 0.5% 85

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

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

Calamos Wealth Management sold out of Zimmer Biomet (ZBH) in Q4 2023, closing a stake of 63,746 shares — an estimated $7.15M sold.

Calamos Wealth Management first reported a position in ZBH in Q1 2014 and held it in 12 quarters. The position peaked at $7.15M in Q3 2023. 1,031 funds tracked by Wall St. Rank hold ZBH as of Q4 2023.

  • Calamos Wealth Management reported no remaining Zimmer Biomet position as of Q4 2023 after selling out during the quarter.
  • Calamos Wealth Management sold 63,746 Zimmer Biomet shares in Q4 2023, an estimated $7.15M.
  • Calamos Wealth Management first reported a position in Zimmer Biomet in Q1 2014 and held it in 12 quarters.
  • Calamos Wealth Management's Zimmer Biomet position peaked at $7.15M in Q3 2023.
  • 1,031 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2023.

Based on Calamos Wealth Management's 13F filing for Q4 2023, filed 31 Jan 2024.