Simplicity Solutions’s Zimmer Biomet ZBH Stock Holding History

Simplicity Solutions’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	$260K	Sell	2,139 -350	-14%	-$39.1K	0.01%	881
2023 Q3	$279K	Sell	2,489 -730	-23%	-$92.7K	0.01%	794
2023 Q2	$469K	Buy	3,219 +153	+5%	+$20.8K	0.01%	682
2023 Q1	$396K	Buy	+3,066	New	+$385K	0.01%	761
2021 Q1	–	Sell	-16,693	Closed	-$2.5M	–	1009
2020 Q4	$2.5M	Buy	16,693 +572	+4%	+$80.8K	0.04%	340
2020 Q3	$2.13M	Buy	16,121 +2,427	+18%	+$317K	0.04%	317
2020 Q2	$1.59M	Buy	+13,694	New	+$1.58M	0.03%	357
2016 Q1	–	Sell	-2,225	Closed	-$222K	–	543
2015 Q4	$222K	Buy	+2,225	New	+$218K	0.03%	583

Other funds holding ZBH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Simplicity Solutions's ZBH Position: Q4 2023 in Review

Simplicity Solutions reduced its Zimmer Biomet (ZBH) stake by 14% in Q4 2023, selling an estimated $39.1K and leaving 2,139 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #881.

Simplicity Solutions first reported a position in ZBH in Q4 2015 and has held it in 8 quarters since. The position peaked at $2.5M in Q4 2020. 1,030 funds tracked by Wall St. Rank hold ZBH as of Q4 2023.

Simplicity Solutions held 2,139 shares of Zimmer Biomet worth $260K as of Q4 2023.
Simplicity Solutions sold 350 Zimmer Biomet shares in Q4 2023, an estimated $39.1K.
Zimmer Biomet made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #881 holding.
Simplicity Solutions first reported a position in Zimmer Biomet in Q4 2015 and has held it in 8 quarters since.
Simplicity Solutions's Zimmer Biomet position peaked at $2.5M in Q4 2020.
1,030 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.