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Sage Private Wealth Group’s Zimmer Biomet ZBH Stock Holding History

Sage Private Wealth 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
2022
Q4 		– Sell
-126
Closed -$13K – 188
2022
Q3 		$13K Hold
126
– – 0.02% 140
2022
Q2 		$13K Hold
126
– – 0.02% 134
2022
Q1 		$16K Sell
126
-4
-3% -$482 0.02% 131
2021
Q4 		$16K Hold
130
– – 0.02% 128
2021
Q3 		$18K Buy
130
+41
+46% +$6.03K 0.02% 122
2021
Q2 		$14K Hold
89
– – 0.02% 130
2021
Q1 		$14K Hold
89
– – 0.02% 133
2020
Q4 		$13K Buy
+89
New +$12.6K 0.04% 125

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sage Private Wealth Group's ZBH Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Zimmer Biomet (ZBH) in Q4 2022, closing a stake of 126 shares — an estimated $13K sold.

Sage Private Wealth Group first reported a position in ZBH in Q4 2020 and held it in 8 quarters. The position peaked at $18K in Q3 2021. 977 funds tracked by Wall St. Rank hold ZBH as of Q4 2022.

  • Sage Private Wealth Group reported no remaining Zimmer Biomet position as of Q4 2022 after selling out during the quarter.
  • Sage Private Wealth Group sold 126 Zimmer Biomet shares in Q4 2022, an estimated $13K.
  • Sage Private Wealth Group first reported a position in Zimmer Biomet in Q4 2020 and held it in 8 quarters.
  • Sage Private Wealth Group's Zimmer Biomet position peaked at $18K in Q3 2021.
  • 977 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.