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Monograph Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Monograph Wealth 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
2023
Q4 		– Sell
-7,614
Closed -$856K – 137
2023
Q3 		$856K Buy
+7,614
New +$967K 0.17% 51

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Monograph Wealth Advisors's ZBH Position: Q4 2023 in Review

Monograph Wealth Advisors sold out of Zimmer Biomet (ZBH) in Q4 2023, closing a stake of 7,614 shares — an estimated $856K sold.

Monograph Wealth Advisors first reported a position in ZBH in Q3 2023 and held it in 1 quarter. The position peaked at $856K in Q3 2023. 1,030 funds tracked by Wall St. Rank hold ZBH as of Q4 2023.

  • Monograph Wealth Advisors reported no remaining Zimmer Biomet position as of Q4 2023 after selling out during the quarter.
  • Monograph Wealth Advisors sold 7,614 Zimmer Biomet shares in Q4 2023, an estimated $856K.
  • Monograph Wealth Advisors first reported a position in Zimmer Biomet in Q3 2023 and held it in 1 quarter.
  • Monograph Wealth Advisors's Zimmer Biomet position peaked at $856K in Q3 2023.
  • 1,030 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2023.

Based on Monograph Wealth Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.