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First Trust Direct Indexing’s Zimmer Biomet ZBH Stock Holding History

First Trust Direct Indexing’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
-7,836
Closed -$846K – 960
2024
Q3 		$846K Buy
7,836
+943
+14% +$103K 0.05% 403
2024
Q2 		$748K Sell
6,893
-630
-8% -$74.3K 0.05% 388
2024
Q1 		$993K Buy
7,523
+184
+3% +$23K 0.07% 299
2023
Q4 		$893K Sell
7,339
-725
-9% -$80.9K 0.08% 292
2023
Q3 		$905K Sell
8,064
-361
-4% -$45.8K 0.1% 224
2023
Q2 		$1.23M Buy
8,425
+502
+6% +$68.2K 0.14% 168
2023
Q1 		$1.02M Buy
7,923
+1,539
+24% +$193K 0.12% 201
2022
Q4 		$814K Sell
6,384
-537
-8% -$62.3K 0.11% 253
2022
Q3 		$724K Sell
6,921
-9
-0.1% -$988 0.11% 250
2022
Q2 		$728K Buy
6,930
+1,759
+34% +$209K 0.1% 262
2022
Q1 		$661K Buy
5,171
+335
+7% +$40.4K 0.08% 310
2021
Q4 		$596K Buy
4,836
+183
+4% +$23.9K 0.08% 309
2021
Q3 		$661K Buy
4,653
+583
+14% +$85.8K 0.09% 271
2021
Q2 		$635K Buy
4,070
+898
+28% +$145K 0.09% 275
2021
Q1 		$493K Buy
3,172
+246
+8% +$38.1K 0.13% 214
2020
Q4 		$438K Buy
+2,926
New +$413K 0.12% 214

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Trust Direct Indexing's ZBH Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Zimmer Biomet (ZBH) in Q4 2024, closing a stake of 7,836 shares — an estimated $846K sold.

First Trust Direct Indexing first reported a position in ZBH in Q4 2020 and held it in 16 quarters. The position peaked at $1.23M in Q2 2023. 1,027 funds tracked by Wall St. Rank hold ZBH as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Zimmer Biomet position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 7,836 Zimmer Biomet shares in Q4 2024, an estimated $846K.
  • First Trust Direct Indexing first reported a position in Zimmer Biomet in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Zimmer Biomet position peaked at $1.23M in Q2 2023.
  • 1,027 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.