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Freedom Investment Management’s Zimmer Biomet ZBH Stock Holding History

Freedom 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
2024
Q1 		– Sell
-2,299
Closed -$280K – 842
2023
Q4 		$280K Buy
2,299
+435
+23% +$48.5K 0.02% 616
2023
Q3 		$209K Sell
1,864
-283
-13% -$35.9K 0.03% 614
2023
Q2 		$313K Buy
+2,147
New +$292K 0.04% 529
2018
Q1 		– Sell
-3,204
Closed -$375K – 1231
2017
Q4 		$375K Buy
+3,204
New +$362K 0.02% 774
2017
Q2 		– Sell
-6,389
Closed -$757K – 1138
2017
Q1 		$757K Sell
6,389
-1,987
-24% -$225K 0.04% 389
2016
Q4 		$839K Sell
8,376
-2,686
-24% -$288K 0.05% 301
2016
Q3 		$1.4M Sell
11,062
-490
-4% -$60.5K 0.09% 155
2016
Q2 		$1.35M Buy
11,552
+1,216
+12% +$138K 0.09% 144
2016
Q1 		$1.07M Buy
10,336
+2,902
+39% +$281K 0.08% 195
2015
Q4 		$740K Sell
7,434
-37,460
-83% -$3.67M 0.06% 278
2015
Q3 		$1.59M Buy
+44,894
New +$4.5M 0.16% 90

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

Freedom Investment Management's ZBH Position: Q1 2024 in Review

Freedom Investment Management sold out of Zimmer Biomet (ZBH) in Q1 2024, closing a stake of 2,299 shares — an estimated $280K sold.

Freedom Investment Management first reported a position in ZBH in Q3 2015 and held it in 11 quarters. The position peaked at $1.59M in Q3 2015. 1,011 funds tracked by Wall St. Rank hold ZBH as of Q1 2024.

  • Freedom Investment Management reported no remaining Zimmer Biomet position as of Q1 2024 after selling out during the quarter.
  • Freedom Investment Management sold 2,299 Zimmer Biomet shares in Q1 2024, an estimated $280K.
  • Freedom Investment Management first reported a position in Zimmer Biomet in Q3 2015 and held it in 11 quarters.
  • Freedom Investment Management's Zimmer Biomet position peaked at $1.59M in Q3 2015.
  • 1,011 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2024.

Based on Freedom Investment Management's 13F filing for Q1 2024, filed 14 May 2024.