IMA Advisory Services’s Zimmer Biomet ZBH Stock Holding History

IMA Advisory Services’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 Q1	–	Sell	-452	Closed	-$57.6K	–	346
2022 Q4	$57.6K	Hold	452	–	–	0.02%	178
2022 Q3	$47K	Hold	452	–	–	0.01%	183
2022 Q2	$47K	Hold	452	–	–	0.01%	191
2022 Q1	$58K	Sell	452 -14	-3%	-$1.69K	0.01%	160
2021 Q4	$57K	Hold	466	–	–	0.01%	168
2021 Q3	$66K	Hold	466	–	–	0.02%	153
2021 Q2	$73K	Hold	466	–	–	0.02%	148
2021 Q1	$72K	Hold	466	–	–	0.02%	145
2020 Q4	$70K	Hold	466	–	–	0.02%	141
2020 Q3	$62K	Hold	466	–	–	0.02%	149
2020 Q2	$54K	Hold	466	–	–	0.02%	150
2020 Q1	$46K	Hold	466	–	–	0.02%	150
2019 Q4	$68K	Hold	466	–	–	0.03%	141
2019 Q3	$62K	Hold	466	–	–	0.02%	147
2019 Q2	$53K	Hold	466	–	–	0.02%	147
2019 Q1	$58K	Hold	466	–	–	0.02%	150
2018 Q4	$47K	Hold	466	–	–	0.02%	160
2018 Q3	$59K	Hold	466	–	–	0.02%	150
2018 Q2	$50K	Buy	+466	New	+$50.7K	0.02%	165
2015 Q3	–	Sell	-981	Closed	-$104K	–	175
2015 Q2	$104K	Buy	+981	New	+$109K	0.05%	185

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

IMA Advisory Services's ZBH Position: Q1 2023 in Review

IMA Advisory Services sold out of Zimmer Biomet (ZBH) in Q1 2023, closing a stake of 452 shares — an estimated $57.6K sold.

IMA Advisory Services first reported a position in ZBH in Q2 2015 and held it in 20 quarters. The position peaked at $104K in Q2 2015. 993 funds tracked by Wall St. Rank hold ZBH as of Q1 2023.

IMA Advisory Services reported no remaining Zimmer Biomet position as of Q1 2023 after selling out during the quarter.
IMA Advisory Services sold 452 Zimmer Biomet shares in Q1 2023, an estimated $57.6K.
IMA Advisory Services first reported a position in Zimmer Biomet in Q2 2015 and held it in 20 quarters.
IMA Advisory Services's Zimmer Biomet position peaked at $104K in Q2 2015.
993 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2023.

Based on IMA Advisory Services's 13F filing for Q1 2023, filed 16 May 2023.