DI
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Disciplined Investments’s Zimmer Biomet ZBH Stock Holding History

Disciplined Investments’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
-18
Closed -$2.62K – 1601
2023
Q2 		$2.62K Hold
18
– – ﹤0.01% 556
2023
Q1 		$2.33K Sell
18
-2
-10% -$251 ﹤0.01% 606
2022
Q4 		$2.55K Buy
20
+3
+18% +$348 ﹤0.01% 543
2022
Q3 		$2K Sell
17
-2
-11% -$219 ﹤0.01% 747
2022
Q2 		$2K Buy
19
+4
+27% +$475 ﹤0.01% 766
2022
Q1 		$2K Buy
+15
New +$1.81K ﹤0.01% 822

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Disciplined Investments's ZBH Position: Q3 2023 in Review

Disciplined Investments sold out of Zimmer Biomet (ZBH) in Q3 2023, closing a stake of 18 shares — an estimated $2.62K sold.

Disciplined Investments first reported a position in ZBH in Q1 2022 and held it in 6 quarters. The position peaked at $2.62K in Q2 2023. 1,016 funds tracked by Wall St. Rank hold ZBH as of Q3 2023.

  • Disciplined Investments reported no remaining Zimmer Biomet position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 18 Zimmer Biomet shares in Q3 2023, an estimated $2.62K.
  • Disciplined Investments first reported a position in Zimmer Biomet in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Zimmer Biomet position peaked at $2.62K in Q2 2023.
  • 1,016 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.