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Caption Management’s Zimmer Biomet ZBH Stock Holding History

Caption 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
2021
Q4 		– Sell
-25,029
Closed -$3.56M – 1996
2021
Q3 		$3.56M Sell
25,029
-16,171
-39% -$2.38M 0.04% 570
2021
Q2 		$6.43M Buy
+41,200
New +$6.67M 0.08% 310

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Caption Management's ZBH Position: Q1 2025 in Review

Caption Management sold out of Zimmer Biomet (ZBH) in Q1 2025, closing a stake of 22,500 shares — an estimated $2.38M sold.

Caption Management first reported a position in ZBH in Q2 2020 and held it in 5 quarters. The position peaked at $2.38M in Q4 2024. 1,000 funds tracked by Wall St. Rank hold ZBH as of Q1 2025.

  • Caption Management reported no remaining Zimmer Biomet position as of Q1 2025 after selling out during the quarter.
  • Caption Management sold 22,500 Zimmer Biomet shares in Q1 2025, an estimated $2.38M.
  • Caption Management first reported a position in Zimmer Biomet in Q2 2020 and held it in 5 quarters.
  • Caption Management's Zimmer Biomet position peaked at $2.38M in Q4 2024.
  • 1,000 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2025.

Based on Caption Management's 13F filing for Q1 2025, filed 15 May 2025.