Cassady Schiller Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Cassady Schiller Wealth 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
2024 Q4	$6.23K	Buy	59 +16	+37%	+$1.72K	﹤0.01%	384
2024 Q3	$4.64K	Hold	43	–	–	﹤0.01%	353
2024 Q2	$4.67K	Hold	43	–	–	﹤0.01%	351
2024 Q1	$5.67K	Buy	43 +3	+8%	+$375	﹤0.01%	363
2023 Q4	$4.87K	Hold	40	–	–	﹤0.01%	361
2023 Q3	$4.49K	Hold	40	–	–	﹤0.01%	378
2023 Q2	$5.82K	Hold	40	–	–	﹤0.01%	375
2023 Q1	$5.17K	Hold	40	–	–	﹤0.01%	357
2022 Q4	$5.1K	Buy	+40	New	+$4.64K	﹤0.01%	365
2022 Q1	–	Sell	-44	Closed	-$5K	–	627
2021 Q4	$5K	Buy	+44	New	+$5.76K	﹤0.01%	359

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

Cassady Schiller Wealth Management's ZBH Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Zimmer Biomet (ZBH) stake by 37% in Q4 2024, buying an estimated $1.72K and bringing the position to 59 shares worth $6.23K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Cassady Schiller Wealth Management first reported a position in ZBH in Q4 2021 and has held it in 10 quarters since. 1,027 funds tracked by Wall St. Rank hold ZBH as of Q4 2024.

Cassady Schiller Wealth Management held 59 shares of Zimmer Biomet worth $6.23K as of Q4 2024.
Cassady Schiller Wealth Management bought 16 Zimmer Biomet shares in Q4 2024, an estimated $1.72K.
Zimmer Biomet made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #384 holding.
Cassady Schiller Wealth Management first reported a position in Zimmer Biomet in Q4 2021 and has held it in 10 quarters since.
1,027 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.