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Orion Portfolio Solutions’s Zimmer Biomet ZBH Stock Holding History

Orion Portfolio Solutions’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
-6,203
Closed -$819K – 1820
2024
Q1 		$819K Sell
6,203
-512
-8% -$64K 0.01% 1071
2023
Q4 		$819K Sell
6,715
-544
-7% -$60.7K 0.01% 1037
2023
Q3 		$815K Sell
7,259
-620
-8% -$78.7K 0.01% 1018
2023
Q2 		$1.15M Sell
7,879
-366
-4% -$49.7K 0.01% 896
2023
Q1 		$1.07M Buy
+8,245
New +$1.04M 0.01% 846
2020
Q3 		– Sell
-664
Closed -$77K – 2102
2020
Q2 		$77K Buy
664
+359
+118% +$41.4K ﹤0.01% 601
2020
Q1 		$30K Buy
305
+84
+38% +$11K ﹤0.01% 720
2019
Q4 		$32K Buy
+221
New +$30.5K ﹤0.01% 662

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Orion Portfolio Solutions's ZBH Position: Q2 2024 in Review

Orion Portfolio Solutions sold out of Zimmer Biomet (ZBH) in Q2 2024, closing a stake of 6,203 shares — an estimated $819K sold.

Orion Portfolio Solutions first reported a position in ZBH in Q4 2019 and held it in 8 quarters. The position peaked at $1.15M in Q2 2023. 1,005 funds tracked by Wall St. Rank hold ZBH as of Q2 2024.

  • Orion Portfolio Solutions reported no remaining Zimmer Biomet position as of Q2 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 6,203 Zimmer Biomet shares in Q2 2024, an estimated $819K.
  • Orion Portfolio Solutions first reported a position in Zimmer Biomet in Q4 2019 and held it in 8 quarters.
  • Orion Portfolio Solutions's Zimmer Biomet position peaked at $1.15M in Q2 2023.
  • 1,005 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2024.

Based on Orion Portfolio Solutions's 13F filing for Q2 2024, filed 13 Aug 2024.