Investment Research & Advisory Group’s Zimmer Biomet ZBH Stock Holding History

Investment Research & Advisory 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
2023 Q3	–	Sell	-300	Closed	-$43.7K	–	235
2023 Q2	$43.7K	Hold	300	–	–	0.03%	106
2023 Q1	$38.8K	Hold	300	–	–	0.02%	103
2022 Q4	$38.3K	Hold	300	–	–	0.03%	99
2022 Q3	$31K	Hold	300	–	–	0.02%	104
2022 Q2	$32K	Hold	300	–	–	0.02%	103
2022 Q1	$38K	Sell	300 -9	-3%	-$1.08K	0.02%	111
2021 Q4	$38K	Hold	309	–	–	0.02%	112
2021 Q3	$44K	Hold	309	–	–	0.03%	103
2021 Q2	$48K	Hold	309	–	–	0.03%	109
2021 Q1	$48K	Hold	309	–	–	0.04%	101
2020 Q4	$46K	Hold	309	–	–	0.03%	100
2020 Q3	$41K	Hold	309	–	–	0.03%	101
2020 Q2	$36K	Hold	309	–	–	0.03%	101
2020 Q1	$30K	Hold	309	–	–	0.03%	101
2019 Q4	$45K	Buy	+309	New	+$42.7K	0.04%	105

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

Investment Research & Advisory Group's ZBH Position: Q3 2023 in Review

Investment Research & Advisory Group sold out of Zimmer Biomet (ZBH) in Q3 2023, closing a stake of 300 shares — an estimated $43.7K sold.

Investment Research & Advisory Group first reported a position in ZBH in Q4 2019 and held it in 15 quarters. The position peaked at $48K in Q2 2021. 1,016 funds tracked by Wall St. Rank hold ZBH as of Q3 2023.

Investment Research & Advisory Group reported no remaining Zimmer Biomet position as of Q3 2023 after selling out during the quarter.
Investment Research & Advisory Group sold 300 Zimmer Biomet shares in Q3 2023, an estimated $43.7K.
Investment Research & Advisory Group first reported a position in Zimmer Biomet in Q4 2019 and held it in 15 quarters.
Investment Research & Advisory Group's Zimmer Biomet position peaked at $48K in Q2 2021.
1,016 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2023.

Based on Investment Research & Advisory Group's 13F filing for Q3 2023, filed 19 Oct 2023.