Epoch Investment Partners’s Zimmer Biomet ZBH Stock Holding History

Epoch Investment 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
2024 Q4	–	Sell	-7,664	Closed	-$827K	–	389
2024 Q3	$827K	Sell	7,664 -3,210	-30%	-$350K	﹤0.01%	311
2024 Q2	$1.18M	Sell	10,874 -1,010	-8%	-$119K	0.01%	297
2024 Q1	$1.57M	Sell	11,884 -100	-0.8%	-$12.5K	0.01%	307
2023 Q4	$1.46M	Sell	11,984 -640	-5%	-$71.4K	0.01%	327
2023 Q3	$1.42M	Hold	12,624	–	–	0.01%	334
2023 Q2	$1.84M	Sell	12,624 -110	-0.9%	-$14.9K	0.01%	331
2023 Q1	$1.65M	Sell	12,734 -41	-0.3%	-$5.15K	0.01%	332
2022 Q4	$1.63M	Sell	12,775 -781	-6%	-$90.6K	0.01%	323
2022 Q3	$1.42M	Sell	13,556 -315	-2%	-$34.6K	0.01%	336
2022 Q2	$1.46M	Buy	13,871 +20	+0.1%	+$2.37K	0.01%	343
2022 Q1	$1.77M	Buy	+13,851	New	+$1.67M	0.01%	340

Other funds holding ZBH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Epoch Investment Partners's ZBH Position: Q4 2024 in Review

Epoch Investment Partners sold out of Zimmer Biomet (ZBH) in Q4 2024, closing a stake of 7,664 shares — an estimated $827K sold.

Epoch Investment Partners first reported a position in ZBH in Q1 2022 and held it in 11 quarters. The position peaked at $1.84M in Q2 2023. 1,027 funds tracked by Wall St. Rank hold ZBH as of Q4 2024.

Epoch Investment Partners reported no remaining Zimmer Biomet position as of Q4 2024 after selling out during the quarter.
Epoch Investment Partners sold 7,664 Zimmer Biomet shares in Q4 2024, an estimated $827K.
Epoch Investment Partners first reported a position in Zimmer Biomet in Q1 2022 and held it in 11 quarters.
Epoch Investment Partners's Zimmer Biomet position peaked at $1.84M in Q2 2023.
1,027 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2024.

Based on Epoch Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.