Sugarloaf Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Sugarloaf 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 Q4	$2.43K	Hold	23	–	–	﹤0.01%	623
2024 Q3	$2.48K	Hold	23	–	–	﹤0.01%	609
2024 Q2	$2.5K	Hold	23	–	–	﹤0.01%	576
2024 Q1	$3.04K	Sell	23 -24	-51%	-$3K	﹤0.01%	571
2023 Q4	$5.72K	Hold	47	–	–	﹤0.01%	536
2023 Q3	$5.27K	Hold	47	–	–	﹤0.01%	534
2023 Q2	$6.84K	Sell	47 -23	-33%	-$3.13K	﹤0.01%	521
2023 Q1	$9.04K	Hold	70	–	–	﹤0.01%	488
2022 Q4	$8.93K	Sell	70 -67	-49%	-$7.78K	﹤0.01%	509
2022 Q3	$15K	Sell	137 -130	-49%	-$14.3K	﹤0.01%	461
2022 Q2	$28K	Hold	267	–	–	0.01%	371
2022 Q1	$34K	Sell	267 -8	-3%	-$964	0.01%	331
2021 Q4	$34K	Hold	275	–	–	0.01%	355
2021 Q3	$39K	Hold	275	–	–	0.01%	317
2021 Q2	$43K	Hold	275	–	–	0.01%	298
2021 Q1	$43	Hold	275	–	–	0.01%	293
2020 Q4	$41K	Hold	275	–	–	0.01%	276
2020 Q3	$36K	Hold	275	–	–	0.01%	275
2020 Q2	$32K	Hold	275	–	–	0.01%	295
2020 Q1	$27K	Sell	275 -10	-4%	-$1.31K	0.01%	290
2019 Q4	$41K	Buy	+285	New	+$39.3K	0.02%	273

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

Sugarloaf Wealth Management's ZBH Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Zimmer Biomet (ZBH) position steady in Q4 2024 at 23 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Sugarloaf Wealth Management first reported a position in ZBH in Q4 2019 and has held it in 21 quarters since. The position peaked at $43K in Q2 2021. 1,027 funds tracked by Wall St. Rank hold ZBH as of Q4 2024.

Sugarloaf Wealth Management held 23 shares of Zimmer Biomet worth $2.43K as of Q4 2024.
Sugarloaf Wealth Management left its Zimmer Biomet share count unchanged in Q4 2024.
Zimmer Biomet made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #623 holding.
Sugarloaf Wealth Management first reported a position in Zimmer Biomet in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Zimmer Biomet position peaked at $43K in Q2 2021.
1,027 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.