Simplicity Wealth’s Zimmer Biomet ZBH Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-2,057	Closed	-$223K	–	1242
2024 Q2	$223K	Sell	2,057 -214	-9%	-$25.2K	0.01%	1066
2024 Q1	$300K	Buy	+2,271	New	+$284K	0.01%	917

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

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Simplicity Wealth's ZBH Position: Q3 2024 in Review

Simplicity Wealth sold out of Zimmer Biomet (ZBH) in Q3 2024, closing a stake of 2,057 shares — an estimated $223K sold.

Simplicity Wealth first reported a position in ZBH in Q1 2024 and held it in 2 quarters. The position peaked at $300K in Q1 2024. 981 funds tracked by Wall St. Rank hold ZBH as of Q3 2024.

Simplicity Wealth reported no remaining Zimmer Biomet position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 2,057 Zimmer Biomet shares in Q3 2024, an estimated $223K.
Simplicity Wealth first reported a position in Zimmer Biomet in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Zimmer Biomet position peaked at $300K in Q1 2024.
981 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.