IHT Wealth Management’s Zimmer Biomet ZBH Stock Holding History

IHT 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 Q3	–	Sell	-1,594	Closed	-$232K	–	1032
2023 Q2	$232K	Buy	+1,594	New	+$217K	0.01%	818
2018 Q2	–	Sell	-489	Closed	-$51K	–	1405
2018 Q1	$51K	Hold	489	–	–	0.01%	674
2017 Q4	$60K	Buy	489 +157	+47%	+$17.8K	0.02%	646
2017 Q3	$38K	Sell	332 -797	-71%	-$92K	0.02%	604
2017 Q2	$2	Sell	1,129 -64	-5%	-$7.59K	﹤0.01%	1257
2017 Q1	$139K	Buy	1,193 +264	+28%	+$29.9K	0.09%	235
2016 Q4	$93K	Buy	+929	New	+$99.6K	0.07%	281

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 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 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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IHT Wealth Management's ZBH Position: Q3 2023 in Review

IHT Wealth Management sold out of Zimmer Biomet (ZBH) in Q3 2023, closing a stake of 1,594 shares — an estimated $232K sold.

IHT Wealth Management first reported a position in ZBH in Q4 2016 and held it in 7 quarters. The position peaked at $232K in Q2 2023. 1,016 funds tracked by Wall St. Rank hold ZBH as of Q3 2023.

IHT Wealth Management reported no remaining Zimmer Biomet position as of Q3 2023 after selling out during the quarter.
IHT Wealth Management sold 1,594 Zimmer Biomet shares in Q3 2023, an estimated $232K.
IHT Wealth Management first reported a position in Zimmer Biomet in Q4 2016 and held it in 7 quarters.
IHT Wealth Management's Zimmer Biomet position peaked at $232K in Q2 2023.
1,016 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2023.

Based on IHT Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.