Karpas Strategies’s Zimmer Biomet ZBH Stock Holding History

Karpas Strategies’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	$538K	Hold	4,960	–	–	0.17%	78
2024 Q1	$655K	Hold	4,960	–	–	0.2%	70
2023 Q4	$604K	Hold	4,960	–	–	0.2%	72
2023 Q3	$557K	Hold	4,960	–	–	0.2%	72
2023 Q2	$722K	Hold	4,960	–	–	0.24%	70
2023 Q1	$641K	Hold	4,960	–	–	0.23%	71
2022 Q4	$632K	Hold	4,960	–	–	0.22%	73
2022 Q3	$519K	Hold	4,960	–	–	0.2%	76
2022 Q2	$521K	Hold	4,960	–	–	0.18%	77
2022 Q1	$634K	Sell	4,960 -149	-3%	-$18K	0.2%	77
2021 Q4	$630K	Hold	5,109	–	–	0.2%	77
2021 Q3	$723K	Hold	5,109	–	–	0.24%	67
2021 Q2	$798K	Hold	5,109	–	–	0.28%	63
2021 Q1	$794K	Hold	5,109	–	–	0.3%	63
2020 Q4	$764K	Hold	5,109	–	–	0.3%	64
2020 Q3	$675K	Hold	5,109	–	–	0.31%	60
2020 Q2	$592K	Hold	5,109	–	–	0.28%	64
2020 Q1	$501K	Hold	5,109	–	–	0.27%	65
2019 Q4	$742K	Hold	5,109	–	–	0.28%	66
2019 Q3	$681K	Hold	5,109	–	–	0.28%	67
2019 Q2	$584K	Hold	5,109	–	–	0.24%	69
2019 Q1	$633K	Hold	5,109	–	–	0.27%	69
2018 Q4	$514K	Hold	5,109	–	–	0.24%	72
2018 Q3	$652K	Hold	5,109	–	–	0.27%	66
2018 Q2	$553K	Hold	5,109	–	–	0.24%	72
2018 Q1	$541K	Hold	5,109	–	–	0.23%	72
2017 Q4	$599K	Hold	5,109	–	–	0.26%	73
2017 Q3	$581K	Hold	5,109	–	–	0.26%	74
2017 Q2	$637K	Hold	5,109	–	–	0.29%	67
2017 Q1	$606K	Hold	5,109	–	–	0.28%	65
2016 Q4	$512K	Hold	5,109	–	–	0.24%	73
2016 Q3	$645K	Hold	5,109	–	–	0.32%	62
2016 Q2	$597K	Hold	5,109	–	–	0.3%	64
2016 Q1	$529K	Hold	5,109	–	–	0.27%	69
2015 Q4	$509K	Hold	5,109	–	–	0.27%	68
2015 Q3	$466K	Hold	5,109	–	–	0.26%	73
2015 Q2	$542K	Hold	5,109	–	–	0.27%	68
2015 Q1	$583K	Hold	5,109	–	–	0.28%	65
2014 Q4	$563K	Hold	5,109	–	–	0.27%	69
2014 Q3	$499K	Hold	5,109	–	–	0.25%	74
2014 Q2	$515K	Hold	5,109	–	–	0.26%	73
2014 Q1	$469K	Hold	5,109	–	–	0.25%	73
2013 Q4	$462K	Hold	5,109	–	–	0.25%	71
2013 Q3	$407K	Hold	5,109	–	–	0.24%	73
2013 Q2	$372K	Buy	+5,109	New	+$382K	0.23%	75

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

Karpas Strategies's ZBH Position: Q2 2024 in Review

Karpas Strategies held its Zimmer Biomet (ZBH) position steady in Q2 2024 at 4,960 shares worth $538K. The position accounts for 0.17% of the portfolio, ranked #78.

Karpas Strategies first reported a position in ZBH in Q2 2013 and has held it in 45 quarters since. The position peaked at $798K in Q2 2021. 1,006 funds tracked by Wall St. Rank hold ZBH as of Q2 2024.

Karpas Strategies held 4,960 shares of Zimmer Biomet worth $538K as of Q2 2024.
Karpas Strategies left its Zimmer Biomet share count unchanged in Q2 2024.
Zimmer Biomet made up 0.17% of Karpas Strategies's portfolio in Q2 2024, its #78 holding.
Karpas Strategies first reported a position in Zimmer Biomet in Q2 2013 and has held it in 45 quarters since.
Karpas Strategies's Zimmer Biomet position peaked at $798K in Q2 2021.
1,006 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.