Tradition Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Tradition 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
2023 Q4	–	Sell	-57	Closed	-$6K	–	1383
2023 Q3	$6K	Hold	57	–	–	﹤0.01%	1150
2023 Q2	$8K	Hold	57	–	–	﹤0.01%	1109
2023 Q1	$7K	Hold	57	–	–	﹤0.01%	1095
2022 Q4	$7K	Hold	57	–	–	﹤0.01%	991
2022 Q3	$6K	Buy	57 +1	+2%	+$110	﹤0.01%	1051
2022 Q2	$6K	Hold	56	–	–	﹤0.01%	933
2022 Q1	$7K	Sell	56 -2	-3%	-$241	﹤0.01%	990
2021 Q4	$7K	Sell	58 -133	-70%	-$17.4K	﹤0.01%	997
2021 Q3	$27K	Hold	191	–	–	﹤0.01%	664
2021 Q2	$30K	Buy	+191	New	+$30.9K	﹤0.01%	664

Other funds holding ZBH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Tradition Wealth Management's ZBH Position: Q4 2023 in Review

Tradition Wealth Management sold out of Zimmer Biomet (ZBH) in Q4 2023, closing a stake of 57 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in ZBH in Q2 2021 and held it in 10 quarters. The position peaked at $30K in Q2 2021. 1,030 funds tracked by Wall St. Rank hold ZBH as of Q4 2023.

Tradition Wealth Management reported no remaining Zimmer Biomet position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 57 Zimmer Biomet shares in Q4 2023, an estimated $6K.
Tradition Wealth Management first reported a position in Zimmer Biomet in Q2 2021 and held it in 10 quarters.
Tradition Wealth Management's Zimmer Biomet position peaked at $30K in Q2 2021.
1,030 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.