Newbridge Financial Services Group’s Zimmer Biomet ZBH Stock Holding History

Newbridge Financial Services Group’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 Q2	–	Sell	-20	Closed	-$2.64K	–	1240
2024 Q1	$2.64K	Sell	20 -50	-71%	-$6.25K	﹤0.01%	970
2023 Q4	$8.52K	Hold	70	–	–	﹤0.01%	768
2023 Q3	$7.86K	Hold	70	–	–	﹤0.01%	867
2023 Q2	$10.2K	Buy	70 +50	+250%	+$6.79K	0.01%	885
2023 Q1	$2.58K	Hold	20	–	–	﹤0.01%	1165
2022 Q4	$2.55K	Buy	+20	New	+$2.32K	﹤0.01%	1181
2022 Q1	–	Sell	-5	Closed	-$1K	–	1590
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	1375
2021 Q3	$1K	Sell	5 -20	-80%	-$2.94K	﹤0.01%	1338
2021 Q2	$4K	Buy	25 +2	+9%	+$324	﹤0.01%	1188
2021 Q1	$4K	Hold	23	–	–	﹤0.01%	1093
2020 Q4	$3K	Hold	23	–	–	﹤0.01%	939
2020 Q3	$3K	Buy	+23	New	+$3K	﹤0.01%	891

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Newbridge Financial Services Group's ZBH Position: Q2 2024 in Review

Newbridge Financial Services Group sold out of Zimmer Biomet (ZBH) in Q2 2024, closing a stake of 20 shares — an estimated $2.64K sold.

Newbridge Financial Services Group first reported a position in ZBH in Q3 2020 and held it in 12 quarters. The position peaked at $10.2K in Q2 2023. 1,005 funds tracked by Wall St. Rank hold ZBH as of Q2 2024.

Newbridge Financial Services Group reported no remaining Zimmer Biomet position as of Q2 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 20 Zimmer Biomet shares in Q2 2024, an estimated $2.64K.
Newbridge Financial Services Group first reported a position in Zimmer Biomet in Q3 2020 and held it in 12 quarters.
Newbridge Financial Services Group's Zimmer Biomet position peaked at $10.2K in Q2 2023.
1,005 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2024.

Based on Newbridge Financial Services Group's 13F filing for Q2 2024, filed 11 Sep 2024.