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Planning Capital Management Corporation’s Zimmer Biomet ZBH Stock Holding History

Planning Capital Management Corporation’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
Q3 		$17.3K Sell
160
-19
-11% -$2.07K 0.01% 329
2024
Q2 		$19.4K Hold
179
– – 0.01% 285
2024
Q1 		$23.6K Hold
179
– – 0.02% 261
2023
Q4 		$21.8K Buy
+179
New +$20K 0.02% 278

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
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
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

Planning Capital Management Corporation's ZBH Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Zimmer Biomet (ZBH) stake by 11% in Q3 2024, selling an estimated $2.07K and leaving 160 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #329.

Planning Capital Management Corporation first reported a position in ZBH in Q4 2023 and has held it in 4 quarters since. The position peaked at $23.6K in Q1 2024. 982 funds tracked by Wall St. Rank hold ZBH as of Q3 2024.

  • Planning Capital Management Corporation held 160 shares of Zimmer Biomet worth $17.3K as of Q3 2024.
  • Planning Capital Management Corporation sold 19 Zimmer Biomet shares in Q3 2024, an estimated $2.07K.
  • Zimmer Biomet made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #329 holding.
  • Planning Capital Management Corporation first reported a position in Zimmer Biomet in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Zimmer Biomet position peaked at $23.6K in Q1 2024.
  • 982 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.