HWM
ZBH icon

HighMark Wealth Management’s Zimmer Biomet ZBH Stock Holding History

HighMark Wealth 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
-38
Closed -$4.63K – 614
2023
Q4 		$4.63K Hold
38
– – ﹤0.01% 380
2023
Q3 		$4.26K Sell
38
-27
-42% -$3.43K ﹤0.01% 372
2023
Q2 		$9.46K Hold
65
– – 0.01% 266
2023
Q1 		$8.4K Hold
65
– – 0.01% 320
2022
Q4 		$8.29K Buy
65
+3
+5% +$348 0.01% 279
2022
Q3 		$6K Hold
62
– – 0.01% 319
2022
Q2 		$7K Sell
62
-3
-5% -$356 0.01% 311
2022
Q1 		$8K Buy
+65
New +$7.83K 0.01% 313
2020
Q4 		– Sell
-670
Closed -$88K – 486
2020
Q3 		$88K Hold
670
– – 0.08% 70
2020
Q2 		$78K Buy
+670
New +$77.2K 0.09% 61

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

HighMark Wealth Management's ZBH Position: Q1 2024 in Review

HighMark Wealth Management sold out of Zimmer Biomet (ZBH) in Q1 2024, closing a stake of 38 shares — an estimated $4.63K sold.

HighMark Wealth Management first reported a position in ZBH in Q2 2020 and held it in 10 quarters. The position peaked at $88K in Q3 2020. 1,011 funds tracked by Wall St. Rank hold ZBH as of Q1 2024.

  • HighMark Wealth Management reported no remaining Zimmer Biomet position as of Q1 2024 after selling out during the quarter.
  • HighMark Wealth Management sold 38 Zimmer Biomet shares in Q1 2024, an estimated $4.63K.
  • HighMark Wealth Management first reported a position in Zimmer Biomet in Q2 2020 and held it in 10 quarters.
  • HighMark Wealth Management's Zimmer Biomet position peaked at $88K in Q3 2020.
  • 1,011 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2024.

Based on HighMark Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.