Delap Wealth Advisory’s Zimmer Biomet ZBH Stock Holding History

Delap Wealth Advisory’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 Q2	–	Sell	-1,610	Closed	-$212K	–	293
2024 Q1	$212K	Buy	+1,610	New	+$201K	0.09%	230

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Delap Wealth Advisory's ZBH Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Zimmer Biomet (ZBH) in Q2 2024, closing a stake of 1,610 shares — an estimated $212K sold.

Delap Wealth Advisory first reported a position in ZBH in Q1 2024 and held it in 1 quarter. The position peaked at $212K in Q1 2024. 1,005 funds tracked by Wall St. Rank hold ZBH as of Q2 2024.

Delap Wealth Advisory reported no remaining Zimmer Biomet position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 1,610 Zimmer Biomet shares in Q2 2024, an estimated $212K.
Delap Wealth Advisory first reported a position in Zimmer Biomet in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Zimmer Biomet position peaked at $212K in Q1 2024.
1,005 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.