Marcum Wealth’s Zimmer Biomet ZBH Stock Holding History

Marcum Wealth’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 Q3	–	Sell	-1,659	Closed	-$242K	–	399
2023 Q2	$242K	Buy	+1,659	New	+$225K	0.03%	292

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Marcum Wealth's ZBH Position: Q3 2023 in Review

Marcum Wealth sold out of Zimmer Biomet (ZBH) in Q3 2023, closing a stake of 1,659 shares — an estimated $242K sold.

Marcum Wealth first reported a position in ZBH in Q2 2023 and held it in 1 quarter. The position peaked at $242K in Q2 2023. 1,016 funds tracked by Wall St. Rank hold ZBH as of Q3 2023.

Marcum Wealth reported no remaining Zimmer Biomet position as of Q3 2023 after selling out during the quarter.
Marcum Wealth sold 1,659 Zimmer Biomet shares in Q3 2023, an estimated $242K.
Marcum Wealth first reported a position in Zimmer Biomet in Q2 2023 and held it in 1 quarter.
Marcum Wealth's Zimmer Biomet position peaked at $242K in Q2 2023.
1,016 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2023.

Based on Marcum Wealth's 13F filing for Q3 2023, filed 10 Oct 2023.