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United Asset Strategies’s Zimmer Biomet ZBH Stock Holding History

United Asset Strategies’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
Q4 		– Sell
-15,564
Closed -$1.68M – 248
2024
Q3 		$1.68M Buy
15,564
+387
+3% +$42.2K 0.16% 117
2024
Q2 		$1.65M Buy
15,177
+788
+5% +$92.9K 0.16% 111
2024
Q1 		$1.9M Buy
14,389
+591
+4% +$73.8K 0.19% 100
2023
Q4 		$1.68M Sell
13,798
-2,754
-17% -$307K 0.19% 100
2023
Q3 		$1.86M Sell
16,552
-691
-4% -$87.8K 0.24% 88
2023
Q2 		$2.51M Sell
17,243
-69
-0.4% -$9.38K 0.31% 71
2023
Q1 		$2.24M Buy
17,312
+618
+4% +$77.6K 0.3% 74
2022
Q4 		$2.13M Buy
16,694
+747
+5% +$86.7K 0.3% 76
2022
Q3 		$1.67M Buy
15,947
+189
+1% +$20.7K 0.26% 86
2022
Q2 		$1.66M Buy
15,758
+332
+2% +$39.4K 0.24% 83
2022
Q1 		$1.97M Buy
15,426
+1,048
+7% +$126K 0.25% 78
2021
Q4 		$1.77M Buy
14,378
+832
+6% +$109K 0.21% 86
2021
Q3 		$1.93M Buy
13,546
+772
+6% +$114K 0.25% 76
2021
Q2 		$1.99M Buy
12,774
+626
+5% +$101K 0.27% 70
2021
Q1 		$1.89M Buy
12,148
+1,407
+13% +$218K 0.27% 73
2020
Q4 		$1.61M Buy
10,741
+62
+0.6% +$8.76K 0.25% 78
2020
Q3 		$1.41M Sell
10,679
-629
-6% -$82.2K 0.26% 76
2020
Q2 		$1.31M Sell
11,308
-184
-2% -$21.2K 0.26% 79
2020
Q1 		$1.13M Buy
11,492
+684
+6% +$89.7K 0.28% 77
2019
Q4 		$1.57M Buy
+10,808
New +$1.49M 0.31% 81

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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

United Asset Strategies's ZBH Position: Q4 2024 in Review

United Asset Strategies sold out of Zimmer Biomet (ZBH) in Q4 2024, closing a stake of 15,564 shares — an estimated $1.68M sold.

United Asset Strategies first reported a position in ZBH in Q4 2019 and held it in 20 quarters. The position peaked at $2.51M in Q2 2023. 1,027 funds tracked by Wall St. Rank hold ZBH as of Q4 2024.

  • United Asset Strategies reported no remaining Zimmer Biomet position as of Q4 2024 after selling out during the quarter.
  • United Asset Strategies sold 15,564 Zimmer Biomet shares in Q4 2024, an estimated $1.68M.
  • United Asset Strategies first reported a position in Zimmer Biomet in Q4 2019 and held it in 20 quarters.
  • United Asset Strategies's Zimmer Biomet position peaked at $2.51M in Q2 2023.
  • 1,027 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2024.

Based on United Asset Strategies's 13F filing for Q4 2024, filed 22 Jan 2025.