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Shelton Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Shelton Wealth Management’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
Q2 		– Sell
-2,492
Closed -$329K – 155
2024
Q1 		$329K Hold
2,492
– – 0.21% 97
2023
Q4 		$303K Hold
2,492
– – 0.22% 86
2023
Q3 		$280K Hold
2,492
– – 0.22% 49
2023
Q2 		$363K Hold
2,492
– – 0.28% 41
2023
Q1 		$322K Hold
2,492
– – 0.26% 45
2022
Q4 		$318K Hold
2,492
– – 0.25% 50
2022
Q3 		$261K Hold
2,492
– – 0.23% 50
2022
Q2 		$262K Hold
2,492
– – 0.22% 52
2022
Q1 		$319K Sell
2,492
-75
-3% -$9.04K 0.25% 49
2021
Q4 		$317K Buy
+2,567
New +$336K 0.25% 49

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Shelton Wealth Management's ZBH Position: Q2 2024 in Review

Shelton Wealth Management sold out of Zimmer Biomet (ZBH) in Q2 2024, closing a stake of 2,492 shares — an estimated $329K sold.

Shelton Wealth Management first reported a position in ZBH in Q4 2021 and held it in 10 quarters. The position peaked at $363K in Q2 2023. 1,005 funds tracked by Wall St. Rank hold ZBH as of Q2 2024.

  • Shelton Wealth Management reported no remaining Zimmer Biomet position as of Q2 2024 after selling out during the quarter.
  • Shelton Wealth Management sold 2,492 Zimmer Biomet shares in Q2 2024, an estimated $329K.
  • Shelton Wealth Management first reported a position in Zimmer Biomet in Q4 2021 and held it in 10 quarters.
  • Shelton Wealth Management's Zimmer Biomet position peaked at $363K in Q2 2023.
  • 1,005 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2024.

Based on Shelton Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.