Red Door Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Red Door Wealth Management’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	-3,340	Closed	-$486K	–	235
2023 Q2	$486K	Buy	+3,340	New	+$454K	0.11%	132
2021 Q3	–	Sell	-132	Closed	-$20K	–	626
2021 Q2	$20K	Buy	+132	New	+$21.4K	0.01%	361
2020 Q3	–	Sell	-132	Closed	-$15K	–	448
2020 Q2	$15K	Hold	132	–	–	0.01%	287
2020 Q1	$12K	Buy	+132	New	+$17.3K	0.01%	282

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

Red Door Wealth Management's ZBH Position: Q3 2023 in Review

Red Door Wealth Management sold out of Zimmer Biomet (ZBH) in Q3 2023, closing a stake of 3,340 shares — an estimated $486K sold.

Red Door Wealth Management first reported a position in ZBH in Q1 2020 and held it in 4 quarters. The position peaked at $486K in Q2 2023. 1,016 funds tracked by Wall St. Rank hold ZBH as of Q3 2023.

Red Door Wealth Management reported no remaining Zimmer Biomet position as of Q3 2023 after selling out during the quarter.
Red Door Wealth Management sold 3,340 Zimmer Biomet shares in Q3 2023, an estimated $486K.
Red Door Wealth Management first reported a position in Zimmer Biomet in Q1 2020 and held it in 4 quarters.
Red Door Wealth Management's Zimmer Biomet position peaked at $486K in Q2 2023.
1,016 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2023.

Based on Red Door Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.