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Turtle Creek Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Turtle Creek Wealth Advisors’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
-73
Closed -$8.88K – 839
2023
Q4 		$8.88K Buy
+73
New +$8.15K ﹤0.01% 561

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

Turtle Creek Wealth Advisors's ZBH Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Zimmer Biomet (ZBH) in Q1 2024, closing a stake of 73 shares — an estimated $8.88K sold.

Turtle Creek Wealth Advisors first reported a position in ZBH in Q4 2023 and held it in 1 quarter. The position peaked at $8.88K in Q4 2023. 1,011 funds tracked by Wall St. Rank hold ZBH as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Zimmer Biomet position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 73 Zimmer Biomet shares in Q1 2024, an estimated $8.88K.
  • Turtle Creek Wealth Advisors first reported a position in Zimmer Biomet in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Zimmer Biomet position peaked at $8.88K in Q4 2023.
  • 1,011 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.