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Summit Global Investments’s Zimmer Biomet ZBH Stock Holding History

Summit Global Investments’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
Q1 		– Sell
-1,888
Closed -$230K – 616
2023
Q4 		$230K Sell
1,888
-481
-20% -$53.7K 0.02% 477
2023
Q3 		$266K Sell
2,369
-250
-10% -$31.7K 0.02% 444
2023
Q2 		$381K Buy
2,619
+2
+0.1% +$272 0.03% 385
2023
Q1 		$338K Buy
2,617
+303
+13% +$38K 0.03% 404
2022
Q4 		$295K Buy
2,314
+3
+0.1% +$348 0.02% 394
2022
Q3 		$242K Sell
2,311
-48
-2% -$5.27K 0.02% 423
2022
Q2 		$248K Sell
2,359
-75
-3% -$8.9K 0.02% 424
2022
Q1 		$311K Buy
+2,434
New +$293K 0.02% 407

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

Summit Global Investments's ZBH Position: Q1 2024 in Review

Summit Global Investments sold out of Zimmer Biomet (ZBH) in Q1 2024, closing a stake of 1,888 shares — an estimated $230K sold.

Summit Global Investments first reported a position in ZBH in Q1 2022 and held it in 8 quarters. The position peaked at $381K in Q2 2023. 1,011 funds tracked by Wall St. Rank hold ZBH as of Q1 2024.

  • Summit Global Investments reported no remaining Zimmer Biomet position as of Q1 2024 after selling out during the quarter.
  • Summit Global Investments sold 1,888 Zimmer Biomet shares in Q1 2024, an estimated $230K.
  • Summit Global Investments first reported a position in Zimmer Biomet in Q1 2022 and held it in 8 quarters.
  • Summit Global Investments's Zimmer Biomet position peaked at $381K in Q2 2023.
  • 1,011 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2024.

Based on Summit Global Investments's 13F filing for Q1 2024, filed 29 Apr 2024.