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Schechter Investment Advisors’s Zimmer Biomet ZBH Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$229K Sell
2,021
-159
-7% -$17K 0.02% 528
2024
Q4 		$230K Sell
2,180
-83
-4% -$8.91K 0.02% 543
2024
Q3 		$244K Sell
2,263
-83
-4% -$9.06K 0.02% 543
2024
Q2 		$255K Sell
2,346
-1,403
-37% -$165K 0.02% 506
2024
Q1 		$495K Sell
3,749
-94
-2% -$11.7K 0.04% 375
2023
Q4 		$468K Sell
3,843
-398
-9% -$44.4K 0.04% 365
2023
Q3 		$476K Buy
4,241
+752
+22% +$95.5K 0.05% 354
2023
Q2 		$508K Buy
3,489
+35
+1% +$4.76K 0.05% 382
2023
Q1 		$446K Buy
3,454
+81
+2% +$10.2K 0.04% 438
2022
Q4 		$430K Sell
3,373
-71
-2% -$8.24K 0.04% 542
2022
Q3 		$360K Buy
3,444
+182
+6% +$20K 0.04% 628
2022
Q2 		$342K Buy
3,262
+85
+3% +$10.1K 0.03% 655
2022
Q1 		$407K Sell
3,177
-380
-11% -$45.8K 0.04% 592
2021
Q4 		$439K Buy
+3,557
New +$466K 0.04% 548

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schechter Investment Advisors's ZBH Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Zimmer Biomet (ZBH) stake by 7.3% in Q1 2025, selling an estimated $17K and leaving 2,021 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #528.

Schechter Investment Advisors first reported a position in ZBH in Q4 2021 and has held it in 14 quarters since. The position peaked at $508K in Q2 2023. 1,000 funds tracked by Wall St. Rank hold ZBH as of Q1 2025.

  • Schechter Investment Advisors held 2,021 shares of Zimmer Biomet worth $229K as of Q1 2025.
  • Schechter Investment Advisors sold 159 Zimmer Biomet shares in Q1 2025, an estimated $17K.
  • Zimmer Biomet made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #528 holding.
  • Schechter Investment Advisors first reported a position in Zimmer Biomet in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Zimmer Biomet position peaked at $508K in Q2 2023.
  • 1,000 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.