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Valley Wealth Managers’s Zimmer Biomet ZBH Stock Holding History

Valley Wealth Managers’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
Q1 		– Sell
-40
Closed -$5.1K – 386
2022
Q4 		$5.1K Hold
40
– – ﹤0.01% 319
2022
Q3 		$4K Hold
40
– – ﹤0.01% 351
2022
Q2 		$4K Buy
+40
New +$4.75K ﹤0.01% 362

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valley Wealth Managers's ZBH Position: Q1 2023 in Review

Valley Wealth Managers sold out of Zimmer Biomet (ZBH) in Q1 2023, closing a stake of 40 shares — an estimated $5.1K sold.

Valley Wealth Managers first reported a position in ZBH in Q2 2022 and held it in 3 quarters. The position peaked at $5.1K in Q4 2022. 993 funds tracked by Wall St. Rank hold ZBH as of Q1 2023.

  • Valley Wealth Managers reported no remaining Zimmer Biomet position as of Q1 2023 after selling out during the quarter.
  • Valley Wealth Managers sold 40 Zimmer Biomet shares in Q1 2023, an estimated $5.1K.
  • Valley Wealth Managers first reported a position in Zimmer Biomet in Q2 2022 and held it in 3 quarters.
  • Valley Wealth Managers's Zimmer Biomet position peaked at $5.1K in Q4 2022.
  • 993 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2023.

Based on Valley Wealth Managers's 13F filing for Q1 2023, filed 3 May 2023.