Steward Financial Group’s Zimmer Biomet ZBH Stock Holding History

Steward Financial Group’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 Q3	$5K	Buy	+60	New	+$7.62K	﹤0.01%	667
2023 Q2	–	Sell	-66	Closed	-$8K	–	1026
2023 Q1	$8K	Sell	66 -23	-26%	-$2.89K	﹤0.01%	234
2022 Q4	$11K	Buy	+89	New	+$10.3K	0.01%	143
2022 Q3	–	Sell	-10	Closed	-$1K	–	1366
2022 Q2	$1K	Sell	10 -168	-94%	-$19.9K	﹤0.01%	909
2022 Q1	$22K	Buy	+178	New	+$21.5K	0.02%	153

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Steward Financial Group's ZBH Position: Q3 2023 in Review

Steward Financial Group opened a new position in Zimmer Biomet (ZBH) in Q3 2023: 60 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #667 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ZBH as recently as Q1 2023.

Steward Financial Group first reported a position in ZBH in Q1 2022 and has held it in 5 quarters since. The position peaked at $22K in Q1 2022. 1,016 funds tracked by Wall St. Rank hold ZBH as of Q3 2023.

Steward Financial Group held 60 shares of Zimmer Biomet worth $5K as of Q3 2023.
Zimmer Biomet was a new Steward Financial Group position in Q3 2023.
Zimmer Biomet made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #667 holding.
Steward Financial Group first reported a position in Zimmer Biomet in Q1 2022 and has held it in 5 quarters since.
Steward Financial Group's Zimmer Biomet position peaked at $22K in Q1 2022.
1,016 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.