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Indie Asset Partners’s Zimmer Biomet ZBH Stock Holding History

Indie Asset Partners’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
-2,655
Closed -$339K – 93
2022
Q4 		$339K Sell
2,655
-750
-22% -$87K 0.37% 51
2022
Q3 		$356K Hold
3,405
– – 0.36% 49
2022
Q2 		$358K Sell
3,405
-475
-12% -$56.4K 0.32% 57
2022
Q1 		$496K Buy
+3,880
New +$468K 0.37% 50

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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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Indie Asset Partners's ZBH Position: Q1 2023 in Review

Indie Asset Partners sold out of Zimmer Biomet (ZBH) in Q1 2023, closing a stake of 2,655 shares — an estimated $339K sold.

Indie Asset Partners first reported a position in ZBH in Q1 2022 and held it in 4 quarters. The position peaked at $496K in Q1 2022. 993 funds tracked by Wall St. Rank hold ZBH as of Q1 2023.

  • Indie Asset Partners reported no remaining Zimmer Biomet position as of Q1 2023 after selling out during the quarter.
  • Indie Asset Partners sold 2,655 Zimmer Biomet shares in Q1 2023, an estimated $339K.
  • Indie Asset Partners first reported a position in Zimmer Biomet in Q1 2022 and held it in 4 quarters.
  • Indie Asset Partners's Zimmer Biomet position peaked at $496K in Q1 2022.
  • 993 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2023.

Based on Indie Asset Partners's 13F filing for Q1 2023, filed 11 May 2023.