Connectus Wealth’s Zimmer Biomet ZBH Stock Holding History

Connectus Wealth’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
2023 Q3	–	Sell	-3,970	Closed	-$578K	–	532
2023 Q2	$578K	Sell	3,970 -190	-5%	-$25.8K	0.01%	336
2023 Q1	$537K	Hold	4,160	–	–	0.01%	334
2022 Q4	$530K	Sell	4,160 -442	-10%	-$51.3K	0.01%	337
2022 Q3	$481K	Sell	4,602 -640	-12%	-$70.2K	0.01%	409
2022 Q2	$551K	Buy	+5,242	New	+$622K	0.01%	325

Other funds holding ZBH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Connectus Wealth's ZBH Position: Q3 2023 in Review

Connectus Wealth sold out of Zimmer Biomet (ZBH) in Q3 2023, closing a stake of 3,970 shares — an estimated $578K sold.

Connectus Wealth first reported a position in ZBH in Q2 2022 and held it in 5 quarters. The position peaked at $578K in Q2 2023. 1,016 funds tracked by Wall St. Rank hold ZBH as of Q3 2023.

Connectus Wealth reported no remaining Zimmer Biomet position as of Q3 2023 after selling out during the quarter.
Connectus Wealth sold 3,970 Zimmer Biomet shares in Q3 2023, an estimated $578K.
Connectus Wealth first reported a position in Zimmer Biomet in Q2 2022 and held it in 5 quarters.
Connectus Wealth's Zimmer Biomet position peaked at $578K in Q2 2023.
1,016 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2023.

Based on Connectus Wealth's 13F filing for Q3 2023, filed 13 Nov 2023.