Horan Securities’s Zimmer Biomet ZBH Stock Holding History

Horan Securities’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
2023 Q3	–	Sell	-21	Closed	-$3.08K	–	698
2023 Q2	$3.08K	Hold	21	–	–	﹤0.01%	530
2023 Q1	$2.73K	Hold	21	–	–	﹤0.01%	532
2022 Q4	$2.68K	Hold	21	–	–	﹤0.01%	526
2022 Q3	$2K	Buy	+21	New	+$2.31K	﹤0.01%	512
2021 Q2	$0	Hold	1	–	–	﹤0.01%	496
2021 Q1	$0	Hold	1	–	–	﹤0.01%	465
2020 Q4	$0	Sell	1 -98	-99%	-$13.8K	﹤0.01%	449
2020 Q3	$13K	Buy	99 +1	+1%	+$131	0.01%	197
2020 Q2	$11K	Buy	+98	New	+$11.3K	0.01%	168
2017 Q4	–	Sell	-82	Closed	-$10K	–	210
2017 Q3	$10K	Hold	82	–	–	0.01%	105
2017 Q2	$10K	Hold	82	–	–	0.01%	99
2017 Q1	$10K	Buy	+82	New	+$9.29K	0.01%	92

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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