ICA Group Wealth Management’s Zimmer Biomet ZBH Stock Holding History

ICA Group 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
2023 Q2	–	Sell	-2,139	Closed	-$276K	–	1421
2023 Q1	$276K	Sell	2,139 -200	-9%	-$25.1K	0.07%	199
2022 Q4	$298K	Sell	2,339 -1,117	-32%	-$130K	0.07%	211
2022 Q3	$361K	Hold	3,456	–	–	0.08%	233
2022 Q2	$391K	Hold	3,456	–	–	0.07%	235
2022 Q1	$409K	Buy	+3,456	New	+$417K	0.08%	218

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

ICA Group Wealth Management's ZBH Position: Q2 2023 in Review

ICA Group Wealth Management sold out of Zimmer Biomet (ZBH) in Q2 2023, closing a stake of 2,139 shares — an estimated $276K sold.

ICA Group Wealth Management first reported a position in ZBH in Q1 2022 and held it in 5 quarters. The position peaked at $409K in Q1 2022. 1,031 funds tracked by Wall St. Rank hold ZBH as of Q2 2023.

ICA Group Wealth Management reported no remaining Zimmer Biomet position as of Q2 2023 after selling out during the quarter.
ICA Group Wealth Management sold 2,139 Zimmer Biomet shares in Q2 2023, an estimated $276K.
ICA Group Wealth Management first reported a position in Zimmer Biomet in Q1 2022 and held it in 5 quarters.
ICA Group Wealth Management's Zimmer Biomet position peaked at $409K in Q1 2022.
1,031 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2023.

Based on ICA Group Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.