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
2020 Q2	–	Sell	-20,600	Closed	-$2.02M	–	56
2020 Q1	$2.02M	Buy	+20,600	New	+$2.7M	2.19%	19

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.