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Jamison Private Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Jamison Private Wealth 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
Q4 		– Sell
-292
Closed -$31.5K – 494
2024
Q3 		$31.5K Hold
292
– – ﹤0.01% 277
2024
Q2 		$31.6K Buy
292
+1
+0.3% +$118 0.01% 267
2024
Q1 		$38.4K Hold
291
– – 0.01% 265
2023
Q4 		$35.4K Buy
291
+1
+0.3% +$112 0.01% 251
2023
Q3 		$32.6K Buy
+290
New +$36.8K 0.01% 248

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Jamison Private Wealth Management's ZBH Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Zimmer Biomet (ZBH) in Q4 2024, closing a stake of 292 shares — an estimated $31.5K sold.

Jamison Private Wealth Management first reported a position in ZBH in Q3 2023 and held it in 5 quarters. The position peaked at $38.4K in Q1 2024. 1,027 funds tracked by Wall St. Rank hold ZBH as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Zimmer Biomet position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 292 Zimmer Biomet shares in Q4 2024, an estimated $31.5K.
  • Jamison Private Wealth Management first reported a position in Zimmer Biomet in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Zimmer Biomet position peaked at $38.4K in Q1 2024.
  • 1,027 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.