Global Wealth Management Investment Advisory’s Zimmer Biomet ZBH Stock Holding History

Global Wealth Management Investment Advisory’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	-12	Closed	-$1.46K	–	459
2023 Q4	$1.46K	Hold	12	–	–	﹤0.01%	419
2023 Q3	$1.35K	Hold	12	–	–	﹤0.01%	411
2023 Q2	$1.75K	Buy	+12	New	+$1.63K	﹤0.01%	396
2022 Q3	–	Sell	-12	Closed	-$1K	–	500
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	490
2022 Q1	$2K	Sell	12 -100	-89%	-$12.1K	﹤0.01%	439
2021 Q4	$14K	Buy	112 +100	+833%	+$13.1K	﹤0.01%	284
2021 Q3	$2K	Hold	12	–	–	﹤0.01%	432
2021 Q2	$2K	Hold	12	–	–	﹤0.01%	409
2021 Q1	$2K	Hold	12	–	–	﹤0.01%	428
2020 Q4	$2K	Hold	12	–	–	﹤0.01%	412
2020 Q3	$2K	Hold	12	–	–	﹤0.01%	402
2020 Q2	$1K	Hold	12	–	–	﹤0.01%	590
2020 Q1	$1K	Hold	12	–	–	﹤0.01%	585
2019 Q4	$2K	Buy	12 +2	+20%	+$276	﹤0.01%	538
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	619
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	670
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	660
2018 Q4	$1K	Buy	+10	New	+$1.13K	﹤0.01%	683

Other funds holding ZBH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Global Wealth Management Investment Advisory's ZBH Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Zimmer Biomet (ZBH) in Q1 2024, closing a stake of 12 shares — an estimated $1.46K sold.

Global Wealth Management Investment Advisory first reported a position in ZBH in Q4 2018 and held it in 18 quarters. The position peaked at $14K in Q4 2021. 1,012 funds tracked by Wall St. Rank hold ZBH as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Zimmer Biomet position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 12 Zimmer Biomet shares in Q1 2024, an estimated $1.46K.
Global Wealth Management Investment Advisory first reported a position in Zimmer Biomet in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's Zimmer Biomet position peaked at $14K in Q4 2021.
1,012 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.