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SYSTM Wealth Solutions’s Zimmer Biomet ZBH Stock Holding History

SYSTM Wealth 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
2024
Q3 		– Sell
-9
Closed -$977 – 650
2024
Q2 		$977 Sell
9
-5,098
-100% -$601K ﹤0.01% 650
2024
Q1 		$675K Buy
5,107
+161
+3% +$20.1K 0.09% 250
2023
Q4 		$603K Buy
4,946
+51
+1% +$5.69K 0.08% 250
2023
Q3 		$549K Sell
4,895
-524
-10% -$66.5K 0.08% 274
2023
Q2 		$789K Buy
5,419
+160
+3% +$21.7K 0.11% 244
2023
Q1 		$679K Buy
5,259
+188
+4% +$23.6K 0.1% 238
2022
Q4 		$647K Buy
+5,071
New +$588K 0.08% 296

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SYSTM Wealth Solutions's ZBH Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Zimmer Biomet (ZBH) in Q3 2024, closing a stake of 9 shares — an estimated $977 sold.

SYSTM Wealth Solutions first reported a position in ZBH in Q4 2022 and held it in 7 quarters. The position peaked at $789K in Q2 2023. 981 funds tracked by Wall St. Rank hold ZBH as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Zimmer Biomet position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 9 Zimmer Biomet shares in Q3 2024, an estimated $977.
  • SYSTM Wealth Solutions first reported a position in Zimmer Biomet in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Zimmer Biomet position peaked at $789K in Q2 2023.
  • 981 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.