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USA Financial Formulas’s Zimmer Biomet ZBH Stock Holding History

USA Financial Formulas’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
-14
Closed -$1.7K – 430
2023
Q4 		$1.7K Hold
14
– – ﹤0.01% 302
2023
Q3 		$1.57K Sell
14
-1,227
-99% -$156K ﹤0.01% 357
2023
Q2 		$181K Buy
+1,241
New +$169K 0.28% 68

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

USA Financial Formulas's ZBH Position: Q1 2024 in Review

USA Financial Formulas sold out of Zimmer Biomet (ZBH) in Q1 2024, closing a stake of 14 shares — an estimated $1.7K sold.

USA Financial Formulas first reported a position in ZBH in Q2 2023 and held it in 3 quarters. The position peaked at $181K in Q2 2023. 1,011 funds tracked by Wall St. Rank hold ZBH as of Q1 2024.

  • USA Financial Formulas reported no remaining Zimmer Biomet position as of Q1 2024 after selling out during the quarter.
  • USA Financial Formulas sold 14 Zimmer Biomet shares in Q1 2024, an estimated $1.7K.
  • USA Financial Formulas first reported a position in Zimmer Biomet in Q2 2023 and held it in 3 quarters.
  • USA Financial Formulas's Zimmer Biomet position peaked at $181K in Q2 2023.
  • 1,011 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2024.

Based on USA Financial Formulas's 13F filing for Q1 2024, filed 30 Apr 2024.