Carmichael Hill & Associates’s Zimmer Biomet ZBH Stock Holding History

Carmichael Hill & Associates’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
2024 Q3	–	Sell	-100	Closed	-$10.9K	–	815
2024 Q2	$10.9K	Hold	100	–	–	﹤0.01%	558
2024 Q1	$13.2K	Sell	100 -72	-42%	-$8.99K	0.01%	532
2023 Q4	$20.9K	Hold	172	–	–	0.01%	468
2023 Q3	$19.3K	Sell	172 -28	-14%	-$3.56K	0.01%	470
2023 Q2	$29.1K	Sell	200 -131	-40%	-$17.8K	0.01%	413
2023 Q1	$42.8K	Hold	331	–	–	0.02%	354
2022 Q4	$42.2K	Hold	331	–	–	0.02%	367
2022 Q3	$35K	Hold	331	–	–	0.02%	392
2022 Q2	$35K	Hold	331	–	–	0.02%	391
2022 Q1	$42K	Sell	331 -10	-3%	-$1.21K	0.02%	392
2021 Q4	$42K	Hold	341	–	–	0.02%	404
2021 Q3	$48K	Hold	341	–	–	0.02%	353
2021 Q2	$53K	Hold	341	–	–	0.03%	338
2021 Q1	$53K	Hold	341	–	–	0.03%	330
2020 Q4	$51K	Hold	341	–	–	0.03%	315
2020 Q3	$45K	Hold	341	–	–	0.03%	310
2020 Q2	$40K	Hold	341	–	–	0.03%	310
2020 Q1	$33K	Hold	341	–	–	0.03%	316
2019 Q4	$50K	Buy	+341	New	+$47.1K	0.04%	283

Other funds holding ZBH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Carmichael Hill & Associates's ZBH Position: Q3 2024 in Review

Carmichael Hill & Associates sold out of Zimmer Biomet (ZBH) in Q3 2024, closing a stake of 100 shares — an estimated $10.9K sold.

Carmichael Hill & Associates first reported a position in ZBH in Q4 2019 and held it in 19 quarters. The position peaked at $53K in Q2 2021. 981 funds tracked by Wall St. Rank hold ZBH as of Q3 2024.

Carmichael Hill & Associates reported no remaining Zimmer Biomet position as of Q3 2024 after selling out during the quarter.
Carmichael Hill & Associates sold 100 Zimmer Biomet shares in Q3 2024, an estimated $10.9K.
Carmichael Hill & Associates first reported a position in Zimmer Biomet in Q4 2019 and held it in 19 quarters.
Carmichael Hill & Associates's Zimmer Biomet position peaked at $53K in Q2 2021.
981 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.