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Great Valley Advisor Group’s Zimmer Biomet ZBH Stock Holding History

Great Valley Advisor Group’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
Q2 		– Sell
-1,606
Closed -$212K – 814
2024
Q1 		$212K Sell
1,606
-176
-10% -$22K 0.01% 694
2023
Q4 		$216K Buy
+1,782
New +$199K 0.01% 658

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Great Valley Advisor Group's ZBH Position: Q2 2024 in Review

Great Valley Advisor Group sold out of Zimmer Biomet (ZBH) in Q2 2024, closing a stake of 1,606 shares — an estimated $212K sold.

Great Valley Advisor Group first reported a position in ZBH in Q4 2023 and held it in 2 quarters. The position peaked at $216K in Q4 2023. 1,005 funds tracked by Wall St. Rank hold ZBH as of Q2 2024.

  • Great Valley Advisor Group reported no remaining Zimmer Biomet position as of Q2 2024 after selling out during the quarter.
  • Great Valley Advisor Group sold 1,606 Zimmer Biomet shares in Q2 2024, an estimated $212K.
  • Great Valley Advisor Group first reported a position in Zimmer Biomet in Q4 2023 and held it in 2 quarters.
  • Great Valley Advisor Group's Zimmer Biomet position peaked at $216K in Q4 2023.
  • 1,005 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2024.

Based on Great Valley Advisor Group's 13F filing for Q2 2024, filed 16 Jul 2024.