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Cherry Tree Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Cherry Tree 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
Q3 		– Sell
-25
Closed -$2.71K – 618
2024
Q2 		$2.71K Hold
25
– – ﹤0.01% 499
2024
Q1 		$3.3K Hold
25
– – ﹤0.01% 468
2023
Q4 		$3.04K Hold
25
– – ﹤0.01% 473
2023
Q3 		$2.81K Sell
25
-2
-7% -$254 ﹤0.01% 461
2023
Q2 		$3.93K Buy
+27
New +$3.67K ﹤0.01% 432

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Cherry Tree Wealth Management's ZBH Position: Q3 2024 in Review

Cherry Tree Wealth Management sold out of Zimmer Biomet (ZBH) in Q3 2024, closing a stake of 25 shares — an estimated $2.71K sold.

Cherry Tree Wealth Management first reported a position in ZBH in Q2 2023 and held it in 5 quarters. The position peaked at $3.93K in Q2 2023. 981 funds tracked by Wall St. Rank hold ZBH as of Q3 2024.

  • Cherry Tree Wealth Management reported no remaining Zimmer Biomet position as of Q3 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 25 Zimmer Biomet shares in Q3 2024, an estimated $2.71K.
  • Cherry Tree Wealth Management first reported a position in Zimmer Biomet in Q2 2023 and held it in 5 quarters.
  • Cherry Tree Wealth Management's Zimmer Biomet position peaked at $3.93K in Q2 2023.
  • 981 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.