LM Advisors’s Zimmer Biomet ZBH Stock Holding History

LM 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	-200	Closed	-$24.3K	–	718
2023 Q4	$24.3K	Buy	+200	New	+$22.3K	﹤0.01%	409

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 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

LM Advisors's ZBH Position: Q1 2024 in Review

LM Advisors sold out of Zimmer Biomet (ZBH) in Q1 2024, closing a stake of 200 shares — an estimated $24.3K sold.

LM Advisors first reported a position in ZBH in Q4 2023 and held it in 1 quarter. The position peaked at $24.3K in Q4 2023. 1,011 funds tracked by Wall St. Rank hold ZBH as of Q1 2024.

LM Advisors reported no remaining Zimmer Biomet position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 200 Zimmer Biomet shares in Q1 2024, an estimated $24.3K.
LM Advisors first reported a position in Zimmer Biomet in Q4 2023 and held it in 1 quarter.
LM Advisors's Zimmer Biomet position peaked at $24.3K in Q4 2023.
1,011 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.