Institutional & Family Asset Management’s Zimmer Biomet ZBH Stock Holding History

Institutional & Family Asset 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
2024 Q2	$14.8K	Hold	136	–	–	﹤0.01%	377
2024 Q1	$17.9K	Hold	136	–	–	﹤0.01%	342
2023 Q4	$16.6K	Hold	136	–	–	﹤0.01%	332
2023 Q3	$15.3K	Hold	136	–	–	﹤0.01%	335
2023 Q2	$19.8K	Hold	136	–	–	﹤0.01%	315
2023 Q1	$17.6K	Hold	136	–	–	﹤0.01%	328
2022 Q4	$17.3K	Hold	136	–	–	﹤0.01%	323
2022 Q3	$14K	Hold	136	–	–	﹤0.01%	348
2022 Q2	$14K	Hold	136	–	–	﹤0.01%	354
2022 Q1	$17K	Sell	136 -4	-3%	-$482	﹤0.01%	381
2021 Q4	$17K	Sell	140 -234	-63%	-$30.6K	﹤0.01%	392
2021 Q3	$53K	Hold	374	–	–	0.01%	318
2021 Q2	$58K	Sell	374 -721	-66%	-$117K	0.01%	314
2021 Q1	$170K	Hold	1,095	–	–	0.03%	202
2020 Q4	$164K	Hold	1,095	–	–	0.03%	200
2020 Q3	$145K	Hold	1,095	–	–	0.03%	197
2020 Q2	$127K	Hold	1,095	–	–	0.03%	215
2020 Q1	$107K	Hold	1,095	–	–	0.02%	197
2019 Q4	$159K	Hold	1,095	–	–	0.03%	190
2019 Q3	$146K	Hold	1,095	–	–	0.03%	185
2019 Q2	$125K	Hold	1,095	–	–	0.03%	204
2019 Q1	$136K	Hold	1,095	–	–	0.03%	211
2018 Q4	$110K	Buy	1,095 +103	+10%	+$11.6K	0.02%	214
2018 Q3	$127K	Hold	992	–	–	0.03%	233
2018 Q2	$107K	Buy	992 +206	+26%	+$22.4K	0.02%	252
2018 Q1	$83K	Buy	+786	New	+$91.3K	0.02%	274

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

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

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

Institutional & Family Asset Management's ZBH Position: Q2 2024 in Review

Institutional & Family Asset Management held its Zimmer Biomet (ZBH) position steady in Q2 2024 at 136 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Institutional & Family Asset Management first reported a position in ZBH in Q1 2018 and has held it in 26 quarters since. The position peaked at $170K in Q1 2021. 1,005 funds tracked by Wall St. Rank hold ZBH as of Q2 2024.

Institutional & Family Asset Management held 136 shares of Zimmer Biomet worth $14.8K as of Q2 2024.
Institutional & Family Asset Management left its Zimmer Biomet share count unchanged in Q2 2024.
Zimmer Biomet made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #377 holding.
Institutional & Family Asset Management first reported a position in Zimmer Biomet in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's Zimmer Biomet position peaked at $170K in Q1 2021.
1,005 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.