LJAC
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L.J. Altfest & Co’s Zimmer Biomet ZBH Stock Holding History

L.J. Altfest & Co’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
Q3 		– Sell
-2,521
Closed -$274K – 373
2024
Q2 		$274K Sell
2,521
-56
-2% -$6.6K 0.04% 262
2024
Q1 		$340K Buy
2,577
+75
+3% +$9.37K 0.05% 239
2023
Q4 		$305K Sell
2,502
-711
-22% -$79.3K 0.04% 251
2023
Q3 		$361K Buy
3,213
+22
+0.7% +$2.79K 0.06% 213
2023
Q2 		$465K Sell
3,191
-44
-1% -$5.98K 0.07% 186
2023
Q1 		$418K Buy
3,235
+10
+0.3% +$1.26K 0.07% 187
2022
Q4 		$411K Sell
3,225
-17
-0.5% -$1.97K 0.07% 173
2022
Q3 		$339K Buy
3,242
+1,280
+65% +$140K 0.06% 189
2022
Q2 		$206K Buy
+1,962
New +$233K 0.04% 242
2017
Q3 		– Sell
-5,247
Closed -$654K – 154
2017
Q2 		$654K Buy
+5,247
New +$622K 0.39% 76

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
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
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

L.J. Altfest & Co's ZBH Position: Q3 2024 in Review

L.J. Altfest & Co sold out of Zimmer Biomet (ZBH) in Q3 2024, closing a stake of 2,521 shares — an estimated $274K sold.

L.J. Altfest & Co first reported a position in ZBH in Q2 2017 and held it in 10 quarters. The position peaked at $654K in Q2 2017. 981 funds tracked by Wall St. Rank hold ZBH as of Q3 2024.

  • L.J. Altfest & Co reported no remaining Zimmer Biomet position as of Q3 2024 after selling out during the quarter.
  • L.J. Altfest & Co sold 2,521 Zimmer Biomet shares in Q3 2024, an estimated $274K.
  • L.J. Altfest & Co first reported a position in Zimmer Biomet in Q2 2017 and held it in 10 quarters.
  • L.J. Altfest & Co's Zimmer Biomet position peaked at $654K in Q2 2017.
  • 981 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2024.

Based on L.J. Altfest & Co's 13F filing for Q3 2024, filed 5 Nov 2024.