LAM
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Lakewood Asset Management’s Zimmer Biomet ZBH Stock Holding History

Lakewood Asset 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
2025
Q1 		– Sell
-3,217
Closed -$340K – 121
2024
Q4 		$340K Hold
3,217
– – 0.23% 85
2024
Q3 		$347K Buy
3,217
+1
+0% +$109 0.24% 80
2024
Q2 		$349K Hold
3,216
– – 0.24% 79
2024
Q1 		$424K Buy
3,216
+777
+32% +$97.1K 0.29% 74
2023
Q4 		$297K Sell
2,439
-398
-14% -$44.4K 0.23% 78
2023
Q3 		$318K Buy
2,837
+52
+2% +$6.6K 0.26% 80
2023
Q2 		$406K Buy
2,785
+1
+0% +$136 0.32% 69
2023
Q1 		$360K Buy
2,784
+2
+0.1% +$251 0.3% 73
2022
Q4 		$355K Buy
+2,782
New +$323K 0.29% 71

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lakewood Asset Management's ZBH Position: Q1 2025 in Review

Lakewood Asset Management sold out of Zimmer Biomet (ZBH) in Q1 2025, closing a stake of 3,217 shares — an estimated $340K sold.

Lakewood Asset Management first reported a position in ZBH in Q4 2022 and held it in 9 quarters. The position peaked at $424K in Q1 2024. 1,000 funds tracked by Wall St. Rank hold ZBH as of Q1 2025.

  • Lakewood Asset Management reported no remaining Zimmer Biomet position as of Q1 2025 after selling out during the quarter.
  • Lakewood Asset Management sold 3,217 Zimmer Biomet shares in Q1 2025, an estimated $340K.
  • Lakewood Asset Management first reported a position in Zimmer Biomet in Q4 2022 and held it in 9 quarters.
  • Lakewood Asset Management's Zimmer Biomet position peaked at $424K in Q1 2024.
  • 1,000 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2025.

Based on Lakewood Asset Management's 13F filing for Q1 2025, filed 24 Apr 2025.