Naples Global Advisors’s Zimmer Biomet ZBH Stock Holding History

Naples Global 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 Q3	–	Sell	-1,486	Closed	-$217K	–	411
2023 Q2	$217K	Buy	+1,486	New	+$202K	0.03%	379

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

Naples Global Advisors's ZBH Position: Q3 2023 in Review

Naples Global Advisors sold out of Zimmer Biomet (ZBH) in Q3 2023, closing a stake of 1,486 shares — an estimated $217K sold.

Naples Global Advisors first reported a position in ZBH in Q2 2023 and held it in 1 quarter. The position peaked at $217K in Q2 2023. 1,016 funds tracked by Wall St. Rank hold ZBH as of Q3 2023.

Naples Global Advisors reported no remaining Zimmer Biomet position as of Q3 2023 after selling out during the quarter.
Naples Global Advisors sold 1,486 Zimmer Biomet shares in Q3 2023, an estimated $217K.
Naples Global Advisors first reported a position in Zimmer Biomet in Q2 2023 and held it in 1 quarter.
Naples Global Advisors's Zimmer Biomet position peaked at $217K in Q2 2023.
1,016 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2023.

Based on Naples Global Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.