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Capital Insight Partners’s Zimmer Biomet ZBH Stock Holding History

Capital Insight Partners’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
-5,372
Closed -$603K – 170
2023
Q3 		$603K Buy
5,372
+468
+10% +$59.4K 0.14% 104
2023
Q2 		$714K Buy
4,904
+448
+10% +$60.9K 0.16% 98
2023
Q1 		$576K Buy
4,456
+156
+4% +$19.6K 0.14% 114
2022
Q4 		$548K Buy
4,300
+370
+9% +$42.9K 0.14% 107
2022
Q3 		$411K Sell
3,930
-508
-11% -$55.7K 0.11% 117
2022
Q2 		$466K Buy
4,438
+78
+2% +$9.25K 0.11% 125
2022
Q1 		$558K Buy
+4,360
New +$526K 0.11% 126

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

Capital Insight Partners's ZBH Position: Q4 2023 in Review

Capital Insight Partners sold out of Zimmer Biomet (ZBH) in Q4 2023, closing a stake of 5,372 shares — an estimated $603K sold.

Capital Insight Partners first reported a position in ZBH in Q1 2022 and held it in 7 quarters. The position peaked at $714K in Q2 2023. 1,030 funds tracked by Wall St. Rank hold ZBH as of Q4 2023.

  • Capital Insight Partners reported no remaining Zimmer Biomet position as of Q4 2023 after selling out during the quarter.
  • Capital Insight Partners sold 5,372 Zimmer Biomet shares in Q4 2023, an estimated $603K.
  • Capital Insight Partners first reported a position in Zimmer Biomet in Q1 2022 and held it in 7 quarters.
  • Capital Insight Partners's Zimmer Biomet position peaked at $714K in Q2 2023.
  • 1,030 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2023.

Based on Capital Insight Partners's 13F filing for Q4 2023, filed 24 Jan 2024.