Campbell Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Campbell 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 Q3	–	Sell	-1,372	Closed	-$200K	–	81
2023 Q2	$200K	Buy	+1,372	New	+$186K	0.03%	74
2021 Q4	–	Sell	-1,413	Closed	-$201K	–	86
2021 Q3	$201K	Buy	+1,413	New	+$208K	0.03%	76
2021 Q2	–	Sell	-1,453	Closed	-$226K	–	76
2021 Q1	$226K	Hold	1,453	–	–	0.03%	60
2020 Q4	$217K	Buy	+1,453	New	+$205K	0.03%	61
2020 Q3	–	Sell	-1,278	Closed	-$148K	–	356
2020 Q2	$148K	Buy	+1,278	New	+$147K	0.03%	73

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Campbell Wealth Management's ZBH Position: Q3 2023 in Review

Campbell Wealth Management sold out of Zimmer Biomet (ZBH) in Q3 2023, closing a stake of 1,372 shares — an estimated $200K sold.

Campbell Wealth Management first reported a position in ZBH in Q2 2020 and held it in 5 quarters. The position peaked at $226K in Q1 2021. 1,016 funds tracked by Wall St. Rank hold ZBH as of Q3 2023.

Campbell Wealth Management reported no remaining Zimmer Biomet position as of Q3 2023 after selling out during the quarter.
Campbell Wealth Management sold 1,372 Zimmer Biomet shares in Q3 2023, an estimated $200K.
Campbell Wealth Management first reported a position in Zimmer Biomet in Q2 2020 and held it in 5 quarters.
Campbell Wealth Management's Zimmer Biomet position peaked at $226K in Q1 2021.
1,016 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2023.

Based on Campbell Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.