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Essex Investment Management’s Zimmer Biomet ZBH Stock Holding History

Essex Investment Management’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
-8,409
Closed -$1.22M – 406
2023
Q2 		$1.22M Buy
+8,409
New +$1.14M 0.17% 177
2016
Q4 		– Sell
-5,114
Closed -$646K – 376
2016
Q3 		$646K Buy
+5,114
New +$632K 0.1% 225

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Essex Investment Management's ZBH Position: Q3 2023 in Review

Essex Investment Management sold out of Zimmer Biomet (ZBH) in Q3 2023, closing a stake of 8,409 shares — an estimated $1.22M sold.

Essex Investment Management first reported a position in ZBH in Q3 2016 and held it in 2 quarters. The position peaked at $1.22M in Q2 2023. 1,017 funds tracked by Wall St. Rank hold ZBH as of Q3 2023.

  • Essex Investment Management reported no remaining Zimmer Biomet position as of Q3 2023 after selling out during the quarter.
  • Essex Investment Management sold 8,409 Zimmer Biomet shares in Q3 2023, an estimated $1.22M.
  • Essex Investment Management first reported a position in Zimmer Biomet in Q3 2016 and held it in 2 quarters.
  • Essex Investment Management's Zimmer Biomet position peaked at $1.22M in Q2 2023.
  • 1,017 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2023.

Based on Essex Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.