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HBK Sorce Advisory’s Zimmer Biomet ZBH Stock Holding History

HBK Sorce 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
Q2 		– Sell
-1,617
Closed -$213K – 624
2024
Q1 		$213K Sell
1,617
-80
-5% -$9.99K 0.01% 539
2023
Q4 		$207K Sell
1,697
-113
-6% -$12.6K 0.01% 519
2023
Q3 		$203K Sell
1,810
-21
-1% -$2.67K 0.01% 512
2023
Q2 		$267K Buy
1,831
+82
+5% +$11.1K 0.01% 471
2023
Q1 		$226K Sell
1,749
-1,985
-53% -$249K 0.01% 504
2022
Q4 		$476K Buy
3,734
+1,760
+89% +$204K 0.01% 423
2022
Q3 		$206K Buy
+1,974
New +$217K 0.01% 450
2022
Q2 		– Sell
-2,215
Closed -$283K – 570
2022
Q1 		$283K Sell
2,215
-6
-0.3% -$723 0.02% 411
2021
Q4 		$274K Buy
2,221
+734
+49% +$96.1K 0.01% 471
2021
Q3 		$211K Sell
1,487
-87
-6% -$12.8K 0.01% 544
2021
Q2 		$246K Sell
1,574
-170
-10% -$27.5K 0.01% 494
2021
Q1 		$271K Buy
1,744
+193
+12% +$29.9K 0.02% 424
2020
Q4 		$232K Sell
1,551
-134
-8% -$18.9K 0.01% 444
2020
Q3 		$223K Buy
+1,685
New +$220K 0.02% 403

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

HBK Sorce Advisory's ZBH Position: Q2 2024 in Review

HBK Sorce Advisory sold out of Zimmer Biomet (ZBH) in Q2 2024, closing a stake of 1,617 shares — an estimated $213K sold.

HBK Sorce Advisory first reported a position in ZBH in Q3 2020 and held it in 14 quarters. The position peaked at $476K in Q4 2022. 1,005 funds tracked by Wall St. Rank hold ZBH as of Q2 2024.

  • HBK Sorce Advisory reported no remaining Zimmer Biomet position as of Q2 2024 after selling out during the quarter.
  • HBK Sorce Advisory sold 1,617 Zimmer Biomet shares in Q2 2024, an estimated $213K.
  • HBK Sorce Advisory first reported a position in Zimmer Biomet in Q3 2020 and held it in 14 quarters.
  • HBK Sorce Advisory's Zimmer Biomet position peaked at $476K in Q4 2022.
  • 1,005 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2024.

Based on HBK Sorce Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.