Sheaff Brock Investment Advisors’s Zimmer Biomet ZBH Stock Holding History

Sheaff Brock 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	–	Sell	-3,850	Closed	-$407K	–	491
2024 Q4	$407K	Buy	3,850 +25	+0.7%	+$2.68K	0.04%	289
2024 Q3	$413K	Sell	3,825 -138	-3%	-$15.1K	0.04%	284
2024 Q2	$430K	Sell	3,963 -1,100	-22%	-$130K	0.04%	265
2024 Q1	$668K	Sell	5,063 -224	-4%	-$28K	0.04%	249
2023 Q4	$643K	Buy	+5,287	New	+$590K	0.05%	234
2023 Q3	–	Sell	-8,674	Closed	-$1.26M	–	493
2023 Q2	$1.26M	Buy	+8,674	New	+$1.18M	0.11%	140
2022 Q4	–	Sell	-2,848	Closed	-$298K	–	536
2022 Q3	$298K	Buy	+2,848	New	+$313K	0.03%	332

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Sheaff Brock Investment Advisors's ZBH Position: Q1 2025 in Review

Sheaff Brock Investment Advisors sold out of Zimmer Biomet (ZBH) in Q1 2025, closing a stake of 3,850 shares — an estimated $407K sold.

Sheaff Brock Investment Advisors first reported a position in ZBH in Q3 2022 and held it in 7 quarters. The position peaked at $1.26M in Q2 2023. 1,001 funds tracked by Wall St. Rank hold ZBH as of Q1 2025.

Sheaff Brock Investment Advisors reported no remaining Zimmer Biomet position as of Q1 2025 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 3,850 Zimmer Biomet shares in Q1 2025, an estimated $407K.
Sheaff Brock Investment Advisors first reported a position in Zimmer Biomet in Q3 2022 and held it in 7 quarters.
Sheaff Brock Investment Advisors's Zimmer Biomet position peaked at $1.26M in Q2 2023.
1,001 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.