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Northwest Financial Advisors’s Zimmer Biomet ZBH Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-20
Closed -$2.16K – 564
2024
Q3 		$2.16K Buy
+20
New +$2.18K ﹤0.01% 492
2024
Q1 		– Sell
-20
Closed -$2.43K – 556
2023
Q4 		$2.43K Buy
+20
New +$2.23K ﹤0.01% 483

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Northwest Financial Advisors's ZBH Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Zimmer Biomet (ZBH) in Q4 2024, closing a stake of 20 shares — an estimated $2.16K sold.

Northwest Financial Advisors first reported a position in ZBH in Q4 2023 and held it in 2 quarters. The position peaked at $2.43K in Q4 2023. 1,027 funds tracked by Wall St. Rank hold ZBH as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Zimmer Biomet position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 20 Zimmer Biomet shares in Q4 2024, an estimated $2.16K.
  • Northwest Financial Advisors first reported a position in Zimmer Biomet in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Zimmer Biomet position peaked at $2.43K in Q4 2023.
  • 1,027 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.