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Castle Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Castle 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
2022
Q4 		– Sell
-8
Closed -$1K – 658
2022
Q3 		$1K Hold
8
– – ﹤0.01% 650
2022
Q2 		$1K Buy
+8
New +$949 ﹤0.01% 651

Other funds holding ZBH

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Castle Wealth Management's ZBH Position: Q4 2022 in Review

Castle Wealth Management sold out of Zimmer Biomet (ZBH) in Q4 2022, closing a stake of 8 shares — an estimated $1K sold.

Castle Wealth Management first reported a position in ZBH in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 977 funds tracked by Wall St. Rank hold ZBH as of Q4 2022.

  • Castle Wealth Management reported no remaining Zimmer Biomet position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 8 Zimmer Biomet shares in Q4 2022, an estimated $1K.
  • Castle Wealth Management first reported a position in Zimmer Biomet in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Zimmer Biomet position peaked at $1K in Q3 2022.
  • 977 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.