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SevenBridge Financial Group’s Zimmer Biomet ZBH Stock Holding History

SevenBridge Financial 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
2023
Q4 		– Sell
-2,224
Closed -$250K – 193
2023
Q3 		$250K Sell
2,224
-385
-15% -$48.9K 0.06% 161
2023
Q2 		$380K Sell
2,609
-362
-12% -$49.2K 0.1% 137
2023
Q1 		$384K Sell
2,971
-330
-10% -$41.4K 0.11% 135
2022
Q4 		$421K Hold
3,301
– – 0.12% 129
2022
Q3 		$345K Buy
3,301
+50
+2% +$5.49K 0.12% 126
2022
Q2 		$342K Sell
3,251
-66
-2% -$7.83K 0.14% 108
2022
Q1 		$424K Buy
3,317
+489
+17% +$58.9K 0.15% 109
2021
Q4 		$349K Buy
2,828
+706
+33% +$92.4K 0.11% 133
2021
Q3 		$302K Buy
2,122
+762
+56% +$112K 0.1% 133
2021
Q2 		$212K Hold
1,360
– – 0.07% 159
2021
Q1 		$211K Hold
1,360
– – 0.08% 151
2020
Q4 		$203K Buy
+1,360
New +$192K 0.08% 149
2020
Q1 		– Sell
-1,550
Closed -$225K – 151
2019
Q4 		$225K Sell
1,550
-77
-5% -$10.6K 0.06% 143
2019
Q3 		$217K Sell
1,627
-31
-2% -$4K 0.11% 131
2019
Q2 		$190K Sell
1,658
-387
-19% -$45.3K 0.07% 159
2019
Q1 		$253K Hold
2,045
– – 0.1% 122
2018
Q4 		$206K Sell
2,045
-612
-23% -$68.8K 0.13% 117
2018
Q3 		$339K Sell
2,657
-103
-4% -$12.2K 0.18% 93
2018
Q2 		$299K Buy
2,760
+386
+16% +$42K 0.17% 104
2018
Q1 		$251K Sell
2,374
-500
-17% -$58.1K 0.14% 120
2017
Q4 		$337K Hold
2,874
– – 0.19% 105
2017
Q3 		$327K Buy
2,874
+2,596
+934% +$300K 0.19% 107
2017
Q2 		$35K Buy
278
+201
+261% +$23.8K 0.02% 311
2017
Q1 		$9K Hold
77
– – 0.01% 450
2016
Q4 		$10K Hold
77
– – 0.01% 444
2016
Q3 		$10K Hold
77
– – 0.01% 439
2016
Q2 		$9K Buy
+77
New +$8.71K 0.01% 529

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SevenBridge Financial Group's ZBH Position: Q4 2023 in Review

SevenBridge Financial Group sold out of Zimmer Biomet (ZBH) in Q4 2023, closing a stake of 2,224 shares — an estimated $250K sold.

SevenBridge Financial Group first reported a position in ZBH in Q2 2016 and held it in 27 quarters. The position peaked at $424K in Q1 2022. 1,031 funds tracked by Wall St. Rank hold ZBH as of Q4 2023.

  • SevenBridge Financial Group reported no remaining Zimmer Biomet position as of Q4 2023 after selling out during the quarter.
  • SevenBridge Financial Group sold 2,224 Zimmer Biomet shares in Q4 2023, an estimated $250K.
  • SevenBridge Financial Group first reported a position in Zimmer Biomet in Q2 2016 and held it in 27 quarters.
  • SevenBridge Financial Group's Zimmer Biomet position peaked at $424K in Q1 2022.
  • 1,031 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2023.

Based on SevenBridge Financial Group's 13F filing for Q4 2023, filed 22 Jan 2024.