Curi Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Curi 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 Q3	–	Sell	-1,002	Closed	-$105K	–	717
2022 Q2	$105K	Buy	1,002 +3	+0.3%	+$356	0.02%	169
2022 Q1	$127K	Sell	999 -28	-3%	-$3.38K	0.02%	138
2021 Q4	$126K	Buy	+1,027	New	+$134K	0.02%	133
2021 Q1	–	Sell	-1,022	Closed	-$152K	–	512
2020 Q4	$152K	Buy	+1,022	New	+$144K	0.11%	95

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Curi Wealth Management's ZBH Position: Q3 2022 in Review

Curi Wealth Management sold out of Zimmer Biomet (ZBH) in Q3 2022, closing a stake of 1,002 shares — an estimated $105K sold.

Curi Wealth Management first reported a position in ZBH in Q4 2020 and held it in 4 quarters. The position peaked at $152K in Q4 2020. 919 funds tracked by Wall St. Rank hold ZBH as of Q3 2022.

Curi Wealth Management reported no remaining Zimmer Biomet position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 1,002 Zimmer Biomet shares in Q3 2022, an estimated $105K.
Curi Wealth Management first reported a position in Zimmer Biomet in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Zimmer Biomet position peaked at $152K in Q4 2020.
919 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.