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Wealth Alliance’s Zimmer Biomet ZBH Stock Holding History

Wealth Alliance’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
Q4 		– Sell
-1,970
Closed -$221K – 535
2023
Q3 		$221K Sell
1,970
-721
-27% -$91.6K 0.03% 436
2023
Q2 		$392K Buy
2,691
+130
+5% +$17.7K 0.06% 306
2023
Q1 		$331K Sell
2,561
-31
-1% -$3.89K 0.05% 329
2022
Q4 		$330K Buy
2,592
+409
+19% +$47.5K 0.06% 318
2022
Q3 		$228K Sell
2,183
-4
-0.2% -$439 0.05% 392
2022
Q2 		$229K Sell
2,187
-290
-12% -$34.4K 0.04% 396
2022
Q1 		$317K Buy
+2,477
New +$299K 0.06% 315

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Wealth Alliance's ZBH Position: Q4 2023 in Review

Wealth Alliance sold out of Zimmer Biomet (ZBH) in Q4 2023, closing a stake of 1,970 shares — an estimated $221K sold.

Wealth Alliance first reported a position in ZBH in Q1 2022 and held it in 7 quarters. The position peaked at $392K in Q2 2023. 1,030 funds tracked by Wall St. Rank hold ZBH as of Q4 2023.

  • Wealth Alliance reported no remaining Zimmer Biomet position as of Q4 2023 after selling out during the quarter.
  • Wealth Alliance sold 1,970 Zimmer Biomet shares in Q4 2023, an estimated $221K.
  • Wealth Alliance first reported a position in Zimmer Biomet in Q1 2022 and held it in 7 quarters.
  • Wealth Alliance's Zimmer Biomet position peaked at $392K in Q2 2023.
  • 1,030 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2023.

Based on Wealth Alliance's 13F filing for Q4 2023, filed 30 Jan 2024.