CWS Financial Advisors’s Zimmer Biomet ZBH Stock Holding History

CWS Financial Advisors’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 Q4	–	Sell	-617	Closed	-$69.2K	–	182
2023 Q3	$69.2K	Buy	+617	New	+$78.4K	0.03%	160

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

CWS Financial Advisors's ZBH Position: Q4 2023 in Review

CWS Financial Advisors sold out of Zimmer Biomet (ZBH) in Q4 2023, closing a stake of 617 shares — an estimated $69.2K sold.

CWS Financial Advisors first reported a position in ZBH in Q3 2023 and held it in 1 quarter. The position peaked at $69.2K in Q3 2023. 1,030 funds tracked by Wall St. Rank hold ZBH as of Q4 2023.

CWS Financial Advisors reported no remaining Zimmer Biomet position as of Q4 2023 after selling out during the quarter.
CWS Financial Advisors sold 617 Zimmer Biomet shares in Q4 2023, an estimated $69.2K.
CWS Financial Advisors first reported a position in Zimmer Biomet in Q3 2023 and held it in 1 quarter.
CWS Financial Advisors's Zimmer Biomet position peaked at $69.2K in Q3 2023.
1,030 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2023.

Based on CWS Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.