Ironwood Financial’s Zimmer Biomet ZBH Stock Holding History

Ironwood Financial’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	-2,777	Closed	-$367K	–	155
2024 Q1	$367K	Hold	2,777	–	–	0.08%	120
2023 Q4	$338K	Hold	2,777	–	–	0.08%	120
2023 Q3	$312K	Hold	2,777	–	–	0.08%	115
2023 Q2	$404K	Hold	2,777	–	–	0.11%	101
2023 Q1	$359K	Hold	2,777	–	–	0.1%	110
2022 Q4	$354K	Hold	2,777	–	–	0.11%	106
2022 Q3	$290K	Sell	2,777 -200	-7%	-$21.9K	0.1%	98
2022 Q2	$313K	Hold	2,977	–	–	0.1%	98
2022 Q1	$381K	Sell	2,977 -89	-3%	-$10.7K	0.11%	89
2021 Q4	$378K	Hold	3,066	–	–	0.1%	96
2021 Q3	$436K	Buy	3,066 +271	+10%	+$39.9K	0.13%	87
2021 Q2	$436K	Hold	2,795	–	–	0.13%	84
2021 Q1	$434K	Buy	2,795 +264	+10%	+$40.9K	0.14%	84
2020 Q4	$379K	Buy	+2,531	New	+$357K	0.14%	80
2016 Q2	–	Sell	-62	Closed	-$6K	–	292
2016 Q1	$6K	Buy	+62	New	+$6K	﹤0.01%	202
2015 Q3	$6K	Hold	62	–	–	﹤0.01%	252
2015 Q2	$7K	Hold	62	–	–	﹤0.01%	225
2015 Q1	$7K	Hold	62	–	–	﹤0.01%	230
2014 Q4	$7K	Buy	+62	New	+$6.54K	﹤0.01%	194

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

Ironwood Financial's ZBH Position: Q2 2024 in Review

Ironwood Financial sold out of Zimmer Biomet (ZBH) in Q2 2024, closing a stake of 2,777 shares — an estimated $367K sold.

Ironwood Financial first reported a position in ZBH in Q4 2014 and held it in 19 quarters. The position peaked at $436K in Q3 2021. 1,005 funds tracked by Wall St. Rank hold ZBH as of Q2 2024.

Ironwood Financial reported no remaining Zimmer Biomet position as of Q2 2024 after selling out during the quarter.
Ironwood Financial sold 2,777 Zimmer Biomet shares in Q2 2024, an estimated $367K.
Ironwood Financial first reported a position in Zimmer Biomet in Q4 2014 and held it in 19 quarters.
Ironwood Financial's Zimmer Biomet position peaked at $436K in Q3 2021.
1,005 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2024.

Based on Ironwood Financial's 13F filing for Q2 2024, filed 19 Jul 2024.