Retirement Group’s Zimmer Biomet ZBH Stock Holding History

Retirement 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
2024 Q1	$528	Sell	4 -49	-92%	-$6.12K	﹤0.01%	756
2023 Q4	$6.45K	Buy	53 +49	+1,225%	+$5.47K	﹤0.01%	499
2023 Q3	$449	Hold	4	–	–	﹤0.01%	690
2023 Q2	$582	Hold	4	–	–	﹤0.01%	708
2023 Q1	$1K	Hold	4	–	–	﹤0.01%	672
2022 Q4	$1K	Buy	+4	New	+$464	﹤0.01%	615
2022 Q3	–	Sell	-4	Closed	–	–	823
2022 Q2	$0	Hold	4	–	–	﹤0.01%	828
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	724
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	691
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	608
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	647
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	715
2020 Q4	$0	Hold	4	–	–	﹤0.01%	757
2020 Q3	$1K	Hold	4	–	–	﹤0.01%	641
2020 Q2	$0	Buy	+4	New	+$461	﹤0.01%	666
2019 Q4	$1K	Buy	+4	New	+$552	﹤0.01%	631

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Retirement Group's ZBH Position: Q1 2024 in Review

Retirement Group reduced its Zimmer Biomet (ZBH) stake by 92% in Q1 2024, selling an estimated $6.12K and leaving 4 shares worth $528. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Retirement Group first reported a position in ZBH in Q4 2019 and has held it in 16 quarters since. The position peaked at $6.45K in Q4 2023. 1,011 funds tracked by Wall St. Rank hold ZBH as of Q1 2024.

Retirement Group held 4 shares of Zimmer Biomet worth $528 as of Q1 2024.
Retirement Group sold 49 Zimmer Biomet shares in Q1 2024, an estimated $6.12K.
Zimmer Biomet made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #756 holding.
Retirement Group first reported a position in Zimmer Biomet in Q4 2019 and has held it in 16 quarters since.
Retirement Group's Zimmer Biomet position peaked at $6.45K in Q4 2023.
1,011 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.