Univest Financial’s Zimmer Biomet ZBH Stock Holding History

Univest Financial’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	-11,990	Closed	-$1.29M	–	293
2024 Q3	$1.29M	Buy	+11,990	New	+$1.31M	0.09%	135

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 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

Univest Financial's ZBH Position: Q4 2024 in Review

Univest Financial sold out of Zimmer Biomet (ZBH) in Q4 2024, closing a stake of 11,990 shares — an estimated $1.29M sold.

Univest Financial first reported a position in ZBH in Q3 2024 and held it in 1 quarter. The position peaked at $1.29M in Q3 2024. 1,027 funds tracked by Wall St. Rank hold ZBH as of Q4 2024.

Univest Financial reported no remaining Zimmer Biomet position as of Q4 2024 after selling out during the quarter.
Univest Financial sold 11,990 Zimmer Biomet shares in Q4 2024, an estimated $1.29M.
Univest Financial first reported a position in Zimmer Biomet in Q3 2024 and held it in 1 quarter.
Univest Financial's Zimmer Biomet position peaked at $1.29M in Q3 2024.
1,027 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2024.

Based on Univest Financial's 13F filing for Q4 2024, filed 12 Feb 2025.