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Tilia Fiduciary Partners’s Zimmer Biomet ZBH Stock Holding History

Tilia Fiduciary Partners’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 		– Sell
-40
Closed -$5.82K – 522
2023
Q2 		$5.82K Sell
40
-45
-53% -$6.12K 0.01% 417
2023
Q1 		$11K Hold
85
– – 0.01% 362
2022
Q4 		$10.8K Hold
85
– – 0.01% 358
2022
Q3 		$9K Buy
85
+45
+113% +$4.94K 0.01% 387
2022
Q2 		$4K Hold
40
– – ﹤0.01% 462
2022
Q1 		$5K Sell
40
-1
-2% -$121 ﹤0.01% 470
2021
Q4 		$5K Buy
+41
New +$5.37K ﹤0.01% 488

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Tilia Fiduciary Partners's ZBH Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Zimmer Biomet (ZBH) in Q3 2023, closing a stake of 40 shares — an estimated $5.82K sold.

Tilia Fiduciary Partners first reported a position in ZBH in Q4 2021 and held it in 7 quarters. The position peaked at $11K in Q1 2023. 1,017 funds tracked by Wall St. Rank hold ZBH as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Zimmer Biomet position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 40 Zimmer Biomet shares in Q3 2023, an estimated $5.82K.
  • Tilia Fiduciary Partners first reported a position in Zimmer Biomet in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Zimmer Biomet position peaked at $11K in Q1 2023.
  • 1,017 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.