Otter Creek Advisors’s Zimmer Biomet ZBH Stock Holding History

Otter Creek 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	-21,676	Closed	-$3.16M	–	51
2023 Q2	$3.16M	Buy	21,676 +676	+3%	+$91.9K	1.85%	23
2023 Q1	$2.71M	Buy	+21,000	New	+$2.64M	1.94%	26
2021 Q3	–	Sell	-25,750	Closed	-$4.02M	–	53
2021 Q2	$4.02M	Hold	25,750	–	–	1.76%	23
2021 Q1	$4M	Buy	25,750 +7,107	+38%	+$1.1M	2.63%	15
2020 Q4	$2.79M	Sell	18,643 -9,785	-34%	-$1.38M	2.22%	19
2020 Q3	$3.76M	Sell	28,428 -9,472	-25%	-$1.24M	3.34%	12
2020 Q2	$4.39M	Sell	37,900 -11,971	-24%	-$1.38M	3.48%	7
2020 Q1	$4.89M	Buy	49,871 +9,435	+23%	+$1.24M	5.29%	2
2019 Q4	$5.88M	Sell	40,436 -10,996	-21%	-$1.52M	2.91%	5
2019 Q3	$6.85M	Sell	51,432 -3,763	-7%	-$486K	3.8%	2
2019 Q2	$6.31M	Sell	55,195 -6,471	-10%	-$758K	2.44%	8
2019 Q1	$7.64M	Sell	61,666 -6,381	-9%	-$725K	2.33%	11
2018 Q4	$6.85M	Sell	68,047 -9,647	-12%	-$1.08M	2.45%	7
2018 Q3	$9.92M	Sell	77,694 -9,148	-11%	-$1.09M	2.46%	6
2018 Q2	$9.39M	Buy	86,842 +19,815	+30%	+$2.16M	1.99%	17
2018 Q1	$7.09M	Buy	67,027 +6,147	+10%	+$714K	1.5%	31
2017 Q4	$7.13M	Buy	60,880 +25,911	+74%	+$2.93M	1.02%	49
2017 Q3	$3.97M	Buy	+34,969	New	+$4.04M	0.51%	68

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

Otter Creek Advisors's ZBH Position: Q3 2023 in Review

Otter Creek Advisors sold out of Zimmer Biomet (ZBH) in Q3 2023, closing a stake of 21,676 shares — an estimated $3.16M sold.

Otter Creek Advisors first reported a position in ZBH in Q3 2017 and held it in 18 quarters. The position peaked at $9.92M in Q3 2018. 1,016 funds tracked by Wall St. Rank hold ZBH as of Q3 2023.

Otter Creek Advisors reported no remaining Zimmer Biomet position as of Q3 2023 after selling out during the quarter.
Otter Creek Advisors sold 21,676 Zimmer Biomet shares in Q3 2023, an estimated $3.16M.
Otter Creek Advisors first reported a position in Zimmer Biomet in Q3 2017 and held it in 18 quarters.
Otter Creek Advisors's Zimmer Biomet position peaked at $9.92M in Q3 2018.
1,016 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2023.

Based on Otter Creek Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.