Carolina Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Carolina Wealth Advisors’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 Q4	–	Sell	-40	Closed	-$4.32K	–	356
2024 Q3	$4.32K	Hold	40	–	–	﹤0.01%	246
2024 Q2	$4.34K	Hold	40	–	–	﹤0.01%	169
2024 Q1	$5.28K	Hold	40	–	–	﹤0.01%	170
2023 Q4	$4.87K	Hold	40	–	–	﹤0.01%	183
2023 Q3	$4.49K	Hold	40	–	–	﹤0.01%	194
2023 Q2	$5.82K	Hold	40	–	–	﹤0.01%	174
2023 Q1	$5.17K	Hold	40	–	–	﹤0.01%	179
2022 Q4	$5K	Hold	40	–	–	﹤0.01%	176
2022 Q3	$4K	Hold	40	–	–	﹤0.01%	190
2022 Q2	$4K	Hold	40	–	–	﹤0.01%	210
2022 Q1	$5K	Sell	40 -1	-2%	-$121	﹤0.01%	211
2021 Q4	$5K	Hold	41	–	–	﹤0.01%	217
2021 Q3	$6K	Hold	41	–	–	﹤0.01%	202
2021 Q2	$6K	Hold	41	–	–	﹤0.01%	217
2021 Q1	$6K	Hold	41	–	–	﹤0.01%	239
2020 Q4	$6K	Hold	41	–	–	﹤0.01%	173
2020 Q3	$5K	Hold	41	–	–	﹤0.01%	173
2020 Q2	$5K	Hold	41	–	–	﹤0.01%	142
2020 Q1	$4K	Hold	41	–	–	﹤0.01%	141
2019 Q4	$6K	Buy	+41	New	+$5.66K	0.01%	147

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 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

Carolina Wealth Advisors's ZBH Position: Q4 2024 in Review

Carolina Wealth Advisors sold out of Zimmer Biomet (ZBH) in Q4 2024, closing a stake of 40 shares — an estimated $4.32K sold.

Carolina Wealth Advisors first reported a position in ZBH in Q4 2019 and held it in 20 quarters. The position peaked at $6K in Q3 2021. 1,027 funds tracked by Wall St. Rank hold ZBH as of Q4 2024.

Carolina Wealth Advisors reported no remaining Zimmer Biomet position as of Q4 2024 after selling out during the quarter.
Carolina Wealth Advisors sold 40 Zimmer Biomet shares in Q4 2024, an estimated $4.32K.
Carolina Wealth Advisors first reported a position in Zimmer Biomet in Q4 2019 and held it in 20 quarters.
Carolina Wealth Advisors's Zimmer Biomet position peaked at $6K in Q3 2021.
1,027 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2024.

Based on Carolina Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.