McMorgan & Co’s Zimmer Biomet ZBH Stock Holding History

McMorgan & Co’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
2025 Q4	–	Sell	-3,648	Closed	-$359K	–	60
2025 Q3	$359K	Buy	3,648 +50	+1%	+$4.96K	0.06%	57
2025 Q2	$328K	Buy	3,598 +170	+5%	+$16.4K	0.05%	57
2025 Q1	$388K	Sell	3,428 -200	-6%	-$21.4K	0.06%	57
2024 Q4	$383K	Sell	3,628 -60	-2%	-$6.44K	0.06%	56
2024 Q3	$398K	Hold	3,688	–	–	0.06%	58
2024 Q2	$400K	Sell	3,688 -740	-17%	-$87.2K	0.06%	56
2024 Q1	$584K	Hold	4,428	–	–	0.1%	52
2023 Q4	$539K	Hold	4,428	–	–	0.09%	52
2023 Q3	$497K	Hold	4,428	–	–	0.09%	51
2023 Q2	$645K	Sell	4,428 -46	-1%	-$6.25K	0.12%	50
2023 Q1	$578K	Sell	4,474 -146	-3%	-$18.3K	0.12%	53
2022 Q4	$589K	Buy	4,620 +20	+0.4%	+$2.32K	0.13%	54
2022 Q3	$481K	Sell	4,600 -40	-0.9%	-$4.39K	0.11%	54
2022 Q2	$487K	Sell	4,640 -1,922	-29%	-$228K	0.11%	52
2022 Q1	$839K	Sell	6,562 -429	-6%	-$51.7K	0.18%	49
2021 Q4	$862K	Buy	6,991 +3,168	+83%	+$415K	0.15%	52
2021 Q3	$543K	Buy	+3,823	New	+$562K	0.11%	55

Other funds holding ZBH

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return