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Mogy Joel R Investment Counsel’s Zimmer Biomet ZBH Stock Holding History

Mogy Joel R Investment Counsel’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
-1,380
Closed -$201K – 115
2023
Q2 		$201K Buy
+1,380
New +$188K 0.02% 106
2021
Q3 		– Sell
-1,318
Closed -$206K – 114
2021
Q2 		$206K Hold
1,318
– – 0.02% 113
2021
Q1 		$205K Buy
+1,318
New +$204K 0.02% 112

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Mogy Joel R Investment Counsel's ZBH Position: Q3 2023 in Review

Mogy Joel R Investment Counsel sold out of Zimmer Biomet (ZBH) in Q3 2023, closing a stake of 1,380 shares — an estimated $201K sold.

Mogy Joel R Investment Counsel first reported a position in ZBH in Q1 2021 and held it in 3 quarters. The position peaked at $206K in Q2 2021. 1,017 funds tracked by Wall St. Rank hold ZBH as of Q3 2023.

  • Mogy Joel R Investment Counsel reported no remaining Zimmer Biomet position as of Q3 2023 after selling out during the quarter.
  • Mogy Joel R Investment Counsel sold 1,380 Zimmer Biomet shares in Q3 2023, an estimated $201K.
  • Mogy Joel R Investment Counsel first reported a position in Zimmer Biomet in Q1 2021 and held it in 3 quarters.
  • Mogy Joel R Investment Counsel's Zimmer Biomet position peaked at $206K in Q2 2021.
  • 1,017 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2023.

Based on Mogy Joel R Investment Counsel's 13F filing for Q3 2023, filed 1 Nov 2023.