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EnRich Financial Partners’s Zimmer Biomet ZBH Stock Holding History

EnRich Financial Partners’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
2025
Q1 		– Sell
-191
Closed -$20.2K – 215
2024
Q4 		$20.2K Hold
191
– – 0.01% 139
2024
Q3 		$20.6K Buy
+191
New +$20.8K 0.01% 135

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EnRich Financial Partners's ZBH Position: Q1 2025 in Review

EnRich Financial Partners sold out of Zimmer Biomet (ZBH) in Q1 2025, closing a stake of 191 shares — an estimated $20.2K sold.

EnRich Financial Partners first reported a position in ZBH in Q3 2024 and held it in 2 quarters. The position peaked at $20.6K in Q3 2024. 1,000 funds tracked by Wall St. Rank hold ZBH as of Q1 2025.

  • EnRich Financial Partners reported no remaining Zimmer Biomet position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 191 Zimmer Biomet shares in Q1 2025, an estimated $20.2K.
  • EnRich Financial Partners first reported a position in Zimmer Biomet in Q3 2024 and held it in 2 quarters.
  • EnRich Financial Partners's Zimmer Biomet position peaked at $20.6K in Q3 2024.
  • 1,000 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.