Wealth Effects’s Zimmer Biomet ZBH Stock Holding History

Wealth Effects’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	-1,687	Closed	-$205K	–	239
2023 Q4	$205K	Buy	+1,687	New	+$188K	0.08%	205

Other funds holding ZBH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Effects's ZBH Position: Q1 2024 in Review

Wealth Effects sold out of Zimmer Biomet (ZBH) in Q1 2024, closing a stake of 1,687 shares — an estimated $205K sold.

Wealth Effects first reported a position in ZBH in Q4 2023 and held it in 1 quarter. The position peaked at $205K in Q4 2023. 1,011 funds tracked by Wall St. Rank hold ZBH as of Q1 2024.

Wealth Effects reported no remaining Zimmer Biomet position as of Q1 2024 after selling out during the quarter.
Wealth Effects sold 1,687 Zimmer Biomet shares in Q1 2024, an estimated $205K.
Wealth Effects first reported a position in Zimmer Biomet in Q4 2023 and held it in 1 quarter.
Wealth Effects's Zimmer Biomet position peaked at $205K in Q4 2023.
1,011 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2024.

Based on Wealth Effects's 13F filing for Q1 2024, filed 22 Apr 2024.