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Intrepid Financial Planning Group’s Zimmer Biomet ZBH Stock Holding History

Intrepid Financial Planning Group’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 		– Sell
-1,667
Closed -$220K – 136
2024
Q1 		$220K Hold
1,667
– – 0.1% 114
2023
Q4 		$203K Buy
+1,667
New +$186K 0.1% 110
2023
Q3 		– Sell
-1,522
Closed -$222K – 129
2023
Q2 		$222K Buy
+1,522
New +$207K 0.11% 104

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Intrepid Financial Planning Group's ZBH Position: Q2 2024 in Review

Intrepid Financial Planning Group sold out of Zimmer Biomet (ZBH) in Q2 2024, closing a stake of 1,667 shares — an estimated $220K sold.

Intrepid Financial Planning Group first reported a position in ZBH in Q2 2023 and held it in 3 quarters. The position peaked at $222K in Q2 2023. 1,005 funds tracked by Wall St. Rank hold ZBH as of Q2 2024.

  • Intrepid Financial Planning Group reported no remaining Zimmer Biomet position as of Q2 2024 after selling out during the quarter.
  • Intrepid Financial Planning Group sold 1,667 Zimmer Biomet shares in Q2 2024, an estimated $220K.
  • Intrepid Financial Planning Group first reported a position in Zimmer Biomet in Q2 2023 and held it in 3 quarters.
  • Intrepid Financial Planning Group's Zimmer Biomet position peaked at $222K in Q2 2023.
  • 1,005 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2024.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2024, filed 12 Aug 2024.