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Waldron Private Wealth’s Zimmer Biomet ZBH Stock Holding History

Waldron Private Wealth’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
-7,113
Closed -$768K – 499
2024
Q3 		$768K Sell
7,113
-239
-3% -$26.1K 0.03% 193
2024
Q2 		$798K Sell
7,352
-77
-1% -$9.08K 0.04% 177
2024
Q1 		$982K Sell
7,429
-1,998
-21% -$250K 0.04% 167
2023
Q4 		$1.15M Sell
9,427
-113
-1% -$12.6K 0.05% 141
2023
Q3 		$1.07M Buy
9,540
+43
+0.5% +$5.46K 0.06% 145
2023
Q2 		$1.39M Buy
9,497
+14
+0.1% +$1.9K 0.07% 120
2023
Q1 		$1.23M Sell
9,483
-24
-0.3% -$3.01K 0.06% 146
2022
Q4 		$996K Hold
9,507
– – 0.06% 158
2022
Q3 		$996K Buy
9,507
+394
+4% +$43.2K 0.06% 158
2022
Q2 		$959K Sell
9,113
-28
-0.3% -$3.32K 0.05% 171
2022
Q1 		$1.17M Sell
9,141
-233
-2% -$28.1K 0.06% 164
2021
Q4 		$1.16M Buy
+9,374
New +$1.23M 0.06% 157

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

Waldron Private Wealth's ZBH Position: Q4 2024 in Review

Waldron Private Wealth sold out of Zimmer Biomet (ZBH) in Q4 2024, closing a stake of 7,113 shares — an estimated $768K sold.

Waldron Private Wealth first reported a position in ZBH in Q4 2021 and held it in 12 quarters. The position peaked at $1.39M in Q2 2023. 1,027 funds tracked by Wall St. Rank hold ZBH as of Q4 2024.

  • Waldron Private Wealth reported no remaining Zimmer Biomet position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 7,113 Zimmer Biomet shares in Q4 2024, an estimated $768K.
  • Waldron Private Wealth first reported a position in Zimmer Biomet in Q4 2021 and held it in 12 quarters.
  • Waldron Private Wealth's Zimmer Biomet position peaked at $1.39M in Q2 2023.
  • 1,027 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.