Kalos Management’s Zimmer Biomet ZBH Stock Holding History

Kalos 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
2023 Q2	–	Sell	-164	Closed	-$21.2K	–	389
2023 Q1	$21.2K	Buy	+164	New	+$20.6K	0.04%	148
2015 Q4	–	Hold	0	–	–	–	643

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kalos Management's ZBH Position: Q2 2023 in Review

Kalos Management sold out of Zimmer Biomet (ZBH) in Q2 2023, closing a stake of 164 shares — an estimated $21.2K sold.

Kalos Management first reported a position in ZBH in Q1 2023 and held it in 1 quarter. The position peaked at $21.2K in Q1 2023. 1,031 funds tracked by Wall St. Rank hold ZBH as of Q2 2023.

Kalos Management reported no remaining Zimmer Biomet position as of Q2 2023 after selling out during the quarter.
Kalos Management sold 164 Zimmer Biomet shares in Q2 2023, an estimated $21.2K.
Kalos Management first reported a position in Zimmer Biomet in Q1 2023 and held it in 1 quarter.
Kalos Management's Zimmer Biomet position peaked at $21.2K in Q1 2023.
1,031 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.