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Planned Solutions’s Zimmer Biomet ZBH Stock Holding History

Planned 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
Q4 		– Sell
-100
Closed -$10.8K – 651
2024
Q3 		$10.8K Buy
+100
New +$10.9K ﹤0.01% 442
2024
Q1 		– Sell
-167
Closed -$20.3K – 571
2023
Q4 		$20.3K Buy
+167
New +$18.6K 0.01% 368
2021
Q1 		– Sell
-103
Closed -$15K – 427
2020
Q4 		$15K Hold
103
– – 0.01% 301
2020
Q3 		$14K Buy
+103
New +$13.5K 0.01% 240

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Planned Solutions's ZBH Position: Q4 2024 in Review

Planned Solutions sold out of Zimmer Biomet (ZBH) in Q4 2024, closing a stake of 100 shares — an estimated $10.8K sold.

Planned Solutions first reported a position in ZBH in Q3 2020 and held it in 4 quarters. The position peaked at $20.3K in Q4 2023. 1,027 funds tracked by Wall St. Rank hold ZBH as of Q4 2024.

  • Planned Solutions reported no remaining Zimmer Biomet position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 100 Zimmer Biomet shares in Q4 2024, an estimated $10.8K.
  • Planned Solutions first reported a position in Zimmer Biomet in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Zimmer Biomet position peaked at $20.3K in Q4 2023.
  • 1,027 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.