S&CO Inc’s Zimmer Biomet ZBH Stock Holding History

S&CO Inc’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	–	Sell	-15,590	Closed	-$1.69M	–	222
2024 Q2	$1.69M	Buy	15,590 +3,000	+24%	+$354K	0.12%	121
2024 Q1	$1.66M	Buy	+12,590	New	+$1.57M	0.12%	121

Other funds holding ZBH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

S&CO Inc's ZBH Position: Q3 2024 in Review

S&CO Inc sold out of Zimmer Biomet (ZBH) in Q3 2024, closing a stake of 15,590 shares — an estimated $1.69M sold.

S&CO Inc first reported a position in ZBH in Q1 2024 and held it in 2 quarters. The position peaked at $1.69M in Q2 2024. 981 funds tracked by Wall St. Rank hold ZBH as of Q3 2024.

S&CO Inc reported no remaining Zimmer Biomet position as of Q3 2024 after selling out during the quarter.
S&CO Inc sold 15,590 Zimmer Biomet shares in Q3 2024, an estimated $1.69M.
S&CO Inc first reported a position in Zimmer Biomet in Q1 2024 and held it in 2 quarters.
S&CO Inc's Zimmer Biomet position peaked at $1.69M in Q2 2024.
981 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2024.

Based on S&CO Inc's 13F filing for Q3 2024, filed 7 Nov 2024.