LifeSteps Financial’s Zimmer Biomet ZBH Stock Holding History

LifeSteps 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
2024 Q2	–	Sell	-20	Closed	-$2.64K	–	432
2024 Q1	$2.64K	Buy	+20	New	+$2.5K	﹤0.01%	381

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

LifeSteps Financial's ZBH Position: Q2 2024 in Review

LifeSteps Financial sold out of Zimmer Biomet (ZBH) in Q2 2024, closing a stake of 20 shares — an estimated $2.64K sold.

LifeSteps Financial first reported a position in ZBH in Q1 2024 and held it in 1 quarter. The position peaked at $2.64K in Q1 2024. 1,005 funds tracked by Wall St. Rank hold ZBH as of Q2 2024.

LifeSteps Financial reported no remaining Zimmer Biomet position as of Q2 2024 after selling out during the quarter.
LifeSteps Financial sold 20 Zimmer Biomet shares in Q2 2024, an estimated $2.64K.
LifeSteps Financial first reported a position in Zimmer Biomet in Q1 2024 and held it in 1 quarter.
LifeSteps Financial's Zimmer Biomet position peaked at $2.64K in Q1 2024.
1,005 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2024.

Based on LifeSteps Financial's 13F filing for Q2 2024, filed 17 Jul 2024.