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McGlone Suttner Wealth Management’s Zimmer Biomet ZBH Stock Holding History

McGlone Suttner Wealth 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
2024
Q1 		– Sell
-639
Closed -$77.7K – 794
2023
Q4 		$77.7K Buy
+639
New +$71.3K 0.02% 232

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

McGlone Suttner Wealth Management's ZBH Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Zimmer Biomet (ZBH) in Q1 2024, closing a stake of 639 shares — an estimated $77.7K sold.

McGlone Suttner Wealth Management first reported a position in ZBH in Q4 2023 and held it in 1 quarter. The position peaked at $77.7K in Q4 2023. 1,011 funds tracked by Wall St. Rank hold ZBH as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Zimmer Biomet position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 639 Zimmer Biomet shares in Q1 2024, an estimated $77.7K.
  • McGlone Suttner Wealth Management first reported a position in Zimmer Biomet in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Zimmer Biomet position peaked at $77.7K in Q4 2023.
  • 1,011 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.