Rockbridge Investment Management’s Zimmer Biomet ZBH Stock Holding History

Rockbridge Investment 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
2024 Q1	–	Sell	-109	Closed	-$13.3K	–	655
2023 Q4	$13.3K	Buy	+109	New	+$12.2K	﹤0.01%	372
2022 Q3	–	Sell	-9	Closed	-$946	–	616
2022 Q2	$946	Sell	9 -35	-80%	-$4.15K	﹤0.01%	579
2022 Q1	$5.62K	Sell	44 -27	-38%	-$3.25K	﹤0.01%	602
2021 Q4	$9K	Hold	71	–	–	﹤0.01%	594
2021 Q3	$10K	Sell	71 -10	-12%	-$1.47K	﹤0.01%	526
2021 Q2	$13K	Buy	81 +36	+80%	+$5.83K	﹤0.01%	497
2021 Q1	$7K	Hold	45	–	–	﹤0.01%	553
2020 Q4	$7K	Hold	45	–	–	﹤0.01%	542
2020 Q3	$6K	Hold	45	–	–	﹤0.01%	521
2020 Q2	$5K	Buy	+45	New	+$5.18K	﹤0.01%	499

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

Rockbridge Investment Management's ZBH Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Zimmer Biomet (ZBH) in Q1 2024, closing a stake of 109 shares — an estimated $13.3K sold.

Rockbridge Investment Management first reported a position in ZBH in Q2 2020 and held it in 10 quarters. The position peaked at $13.3K in Q4 2023. 1,011 funds tracked by Wall St. Rank hold ZBH as of Q1 2024.

Rockbridge Investment Management reported no remaining Zimmer Biomet position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 109 Zimmer Biomet shares in Q1 2024, an estimated $13.3K.
Rockbridge Investment Management first reported a position in Zimmer Biomet in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's Zimmer Biomet position peaked at $13.3K in Q4 2023.
1,011 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.