KA
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Kovack Advisors’s Zimmer Biomet ZBH Stock Holding History

Kovack Advisors’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
Q1 		– Sell
-4,685
Closed -$570K – 616
2023
Q4 		$570K Buy
4,685
+594
+15% +$66.3K 0.07% 274
2023
Q3 		$459K Sell
4,091
-162
-4% -$20.6K 0.06% 277
2023
Q2 		$619K Hold
4,253
– – 0.08% 247
2023
Q1 		$549K Sell
4,253
-12
-0.3% -$1.51K 0.07% 278
2022
Q4 		$544K Sell
4,265
-92
-2% -$10.7K 0.08% 264
2022
Q3 		$455K Sell
4,357
-9
-0.2% -$988 0.07% 299
2022
Q2 		$459K Sell
4,366
-765
-15% -$90.8K 0.06% 337
2022
Q1 		$656K Buy
+5,131
New +$618K 0.07% 323

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kovack Advisors's ZBH Position: Q1 2024 in Review

Kovack Advisors sold out of Zimmer Biomet (ZBH) in Q1 2024, closing a stake of 4,685 shares — an estimated $570K sold.

Kovack Advisors first reported a position in ZBH in Q1 2022 and held it in 8 quarters. The position peaked at $656K in Q1 2022. 1,011 funds tracked by Wall St. Rank hold ZBH as of Q1 2024.

  • Kovack Advisors reported no remaining Zimmer Biomet position as of Q1 2024 after selling out during the quarter.
  • Kovack Advisors sold 4,685 Zimmer Biomet shares in Q1 2024, an estimated $570K.
  • Kovack Advisors first reported a position in Zimmer Biomet in Q1 2022 and held it in 8 quarters.
  • Kovack Advisors's Zimmer Biomet position peaked at $656K in Q1 2022.
  • 1,011 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2024.

Based on Kovack Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.