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Sherbrooke Park Advisers’s Zimmer Biomet ZBH Stock Holding History

Sherbrooke Park Advisers’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
-12,752
Closed -$1.43M – 717
2023
Q3 		$1.43M Buy
12,752
+9,952
+355% +$1.26M 0.45% 39
2023
Q2 		$408K Sell
2,800
-1,400
-33% -$190K 0.21% 212
2023
Q1 		$543K Buy
4,200
+1,500
+56% +$188K 0.82% 26
2022
Q4 		$344K Buy
+2,700
New +$313K 0.25% 176

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

Sherbrooke Park Advisers's ZBH Position: Q4 2023 in Review

Sherbrooke Park Advisers sold out of Zimmer Biomet (ZBH) in Q4 2023, closing a stake of 12,752 shares — an estimated $1.43M sold.

Sherbrooke Park Advisers first reported a position in ZBH in Q4 2022 and held it in 4 quarters. The position peaked at $1.43M in Q3 2023. 1,030 funds tracked by Wall St. Rank hold ZBH as of Q4 2023.

  • Sherbrooke Park Advisers reported no remaining Zimmer Biomet position as of Q4 2023 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 12,752 Zimmer Biomet shares in Q4 2023, an estimated $1.43M.
  • Sherbrooke Park Advisers first reported a position in Zimmer Biomet in Q4 2022 and held it in 4 quarters.
  • Sherbrooke Park Advisers's Zimmer Biomet position peaked at $1.43M in Q3 2023.
  • 1,030 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2023.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2023, filed 14 Feb 2024.