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Oxford Financial Group’s Zimmer Biomet ZBH Stock Holding History

Oxford Financial Group’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
-2,166
Closed -$315K – 304
2023
Q2 		$315K Buy
+2,166
New +$294K 0.03% 174
2020
Q4 		– Sell
-1,635
Closed -$216K – 221
2020
Q3 		$216K Buy
+1,635
New +$214K 0.03% 152

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Oxford Financial Group's ZBH Position: Q3 2023 in Review

Oxford Financial Group sold out of Zimmer Biomet (ZBH) in Q3 2023, closing a stake of 2,166 shares — an estimated $315K sold.

Oxford Financial Group first reported a position in ZBH in Q3 2020 and held it in 2 quarters. The position peaked at $315K in Q2 2023. 1,016 funds tracked by Wall St. Rank hold ZBH as of Q3 2023.

  • Oxford Financial Group reported no remaining Zimmer Biomet position as of Q3 2023 after selling out during the quarter.
  • Oxford Financial Group sold 2,166 Zimmer Biomet shares in Q3 2023, an estimated $315K.
  • Oxford Financial Group first reported a position in Zimmer Biomet in Q3 2020 and held it in 2 quarters.
  • Oxford Financial Group's Zimmer Biomet position peaked at $315K in Q2 2023.
  • 1,016 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2023.

Based on Oxford Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.