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Lee Financial’s Zimmer Biomet ZBH Stock Holding History

Lee Financial’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
Q4 		– Sell
-20
Closed -$2.25K – 937
2023
Q3 		$2.25K Hold
20
– – ﹤0.01% 657
2023
Q2 		$2.92K Sell
20
-24
-55% -$3.26K ﹤0.01% 589
2023
Q1 		$5.69K Buy
44
+21
+91% +$2.64K ﹤0.01% 509
2022
Q4 		$2.93K Hold
23
– – ﹤0.01% 622
2022
Q3 		$2K Buy
+23
New +$2.52K ﹤0.01% 719

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Lee Financial's ZBH Position: Q4 2023 in Review

Lee Financial sold out of Zimmer Biomet (ZBH) in Q4 2023, closing a stake of 20 shares — an estimated $2.25K sold.

Lee Financial first reported a position in ZBH in Q3 2022 and held it in 5 quarters. The position peaked at $5.69K in Q1 2023. 1,030 funds tracked by Wall St. Rank hold ZBH as of Q4 2023.

  • Lee Financial reported no remaining Zimmer Biomet position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 20 Zimmer Biomet shares in Q4 2023, an estimated $2.25K.
  • Lee Financial first reported a position in Zimmer Biomet in Q3 2022 and held it in 5 quarters.
  • Lee Financial's Zimmer Biomet position peaked at $5.69K in Q1 2023.
  • 1,030 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.