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One Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

One 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
2024
Q2 		– Sell
-1,536
Closed -$203K – 278
2024
Q1 		$203K Buy
+1,536
New +$192K 0.04% 238
2023
Q3 		– Sell
-1,375
Closed -$200K – 228
2023
Q2 		$200K Buy
+1,375
New +$187K 0.04% 204

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

One Wealth Advisors's ZBH Position: Q2 2024 in Review

One Wealth Advisors sold out of Zimmer Biomet (ZBH) in Q2 2024, closing a stake of 1,536 shares — an estimated $203K sold.

One Wealth Advisors first reported a position in ZBH in Q2 2023 and held it in 2 quarters. The position peaked at $203K in Q1 2024. 1,008 funds tracked by Wall St. Rank hold ZBH as of Q2 2024.

  • One Wealth Advisors reported no remaining Zimmer Biomet position as of Q2 2024 after selling out during the quarter.
  • One Wealth Advisors sold 1,536 Zimmer Biomet shares in Q2 2024, an estimated $203K.
  • One Wealth Advisors first reported a position in Zimmer Biomet in Q2 2023 and held it in 2 quarters.
  • One Wealth Advisors's Zimmer Biomet position peaked at $203K in Q1 2024.
  • 1,008 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2024.

Based on One Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.