TOBAM’s Zimmer Biomet ZBH Stock Holding History

TOBAM’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	-688	Closed	-$75K	–	348
2024 Q2	$75K	Sell	688 -610	-47%	-$71.9K	0.01%	274
2024 Q1	$171K	Hold	1,298	–	–	0.02%	254
2023 Q4	$158K	Sell	1,298 -330	-20%	-$36.8K	0.01%	245
2023 Q3	$183K	Buy	1,628 +280	+21%	+$35.6K	0.01%	233
2023 Q2	$196K	Hold	1,348	–	–	0.01%	236
2023 Q1	$174K	Buy	1,348 +260	+24%	+$32.6K	0.01%	241
2022 Q4	$139K	Hold	1,088	–	–	0.01%	235
2022 Q3	$114K	Sell	1,088 -889	-45%	-$97.6K	0.01%	262
2022 Q2	$208K	Hold	1,977	–	–	0.01%	239
2022 Q1	$253K	Buy	1,977 +1,182	+149%	+$142K	0.01%	214
2021 Q4	$98K	Hold	795	–	–	﹤0.01%	273
2021 Q3	$113K	Hold	795	–	–	﹤0.01%	248
2021 Q2	$124K	Hold	795	–	–	0.01%	233
2021 Q1	$124K	Hold	795	–	–	0.01%	229
2020 Q4	$119K	Hold	795	–	–	0.01%	229
2020 Q3	$105K	Buy	+795	New	+$104K	0.01%	220

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

TOBAM's ZBH Position: Q3 2024 in Review

TOBAM sold out of Zimmer Biomet (ZBH) in Q3 2024, closing a stake of 688 shares — an estimated $75K sold.

TOBAM first reported a position in ZBH in Q3 2020 and held it in 16 quarters. The position peaked at $253K in Q1 2022. 981 funds tracked by Wall St. Rank hold ZBH as of Q3 2024.

TOBAM reported no remaining Zimmer Biomet position as of Q3 2024 after selling out during the quarter.
TOBAM sold 688 Zimmer Biomet shares in Q3 2024, an estimated $75K.
TOBAM first reported a position in Zimmer Biomet in Q3 2020 and held it in 16 quarters.
TOBAM's Zimmer Biomet position peaked at $253K in Q1 2022.
981 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2024.

Based on TOBAM's 13F filing for Q3 2024, filed 9 Oct 2024.