Carmel Capital Partners’s Zimmer Biomet ZBH Stock Holding History

Carmel Capital 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	-30	Closed	-$3.37K	–	732
2023 Q3	$3.37K	Hold	30	–	–	﹤0.01%	591
2023 Q2	$4.37K	Hold	30	–	–	﹤0.01%	329
2023 Q1	$3.88K	Buy	+30	New	+$3.77K	﹤0.01%	375

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

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

Carmel Capital Partners sold out of Zimmer Biomet (ZBH) in Q4 2023, closing a stake of 30 shares — an estimated $3.37K sold.

Carmel Capital Partners first reported a position in ZBH in Q1 2023 and held it in 3 quarters. The position peaked at $4.37K in Q2 2023. 1,030 funds tracked by Wall St. Rank hold ZBH as of Q4 2023.

Carmel Capital Partners reported no remaining Zimmer Biomet position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 30 Zimmer Biomet shares in Q4 2023, an estimated $3.37K.
Carmel Capital Partners first reported a position in Zimmer Biomet in Q1 2023 and held it in 3 quarters.
Carmel Capital Partners's Zimmer Biomet position peaked at $4.37K in Q2 2023.
1,030 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.