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WealthPLAN Partners’s Zimmer Biomet ZBH Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-270
Closed -$39.3K – 1214
2023
Q2 		$39.3K Buy
+270
New +$36.7K 0.01% 554
2023
Q1 		– Sell
-2,190
Closed -$278K – 1332
2022
Q4 		$278K Buy
+2,190
New +$254K 0.02% 330
2022
Q1 		$252K Sell
2,091
-60
-3% -$7.23K 0.02% 344
2021
Q4 		$257K Buy
2,151
+3
+0.1% +$393 0.02% 341
2021
Q3 		$268K Sell
2,148
-12
-0.6% -$1.76K 0.02% 328
2021
Q2 		$306K Sell
2,160
-24
-1% -$3.89K 0.02% 288
2021
Q1 		$367K Sell
2,184
-66
-3% -$10.2K 0.03% 254
2020
Q4 		$351K Buy
2,250
+3
+0.1% +$424 0.03% 252
2020
Q3 		$324K Buy
2,247
+3
+0.1% +$392 0.03% 242
2020
Q2 		$301K Buy
2,244
+3
+0.1% +$346 0.03% 240
2020
Q1 		$244K Sell
2,241
-102
-4% -$13.4K 0.03% 219
2019
Q4 		$361K Buy
2,343
+226
+11% +$31.2K 0.04% 182
2019
Q3 		$297K Buy
2,117
+3
+0.1% +$388 0.04% 189
2019
Q2 		$284K Buy
2,114
+138
+7% +$16.2K 0.04% 191
2019
Q1 		$227K Sell
1,976
-17
-0.9% -$1.93K 0.04% 233
2018
Q4 		$239K Buy
1,993
+24
+1% +$2.7K 0.04% 220
2018
Q3 		$215K Buy
1,969
+6
+0.3% +$713 0.04% 231
2018
Q2 		$212K Buy
1,963
+3
+0.2% +$327 0.04% 238
2018
Q1 		$207K Buy
1,960
+29
+2% +$3.37K 0.05% 249
2017
Q4 		$226K Sell
1,931
-103
-5% -$11.6K 0.06% 183
2017
Q3 		$231K Buy
+2,034
New +$235K 0.06% 168
2016
Q3 		$160K Sell
1,275
-841
-40% -$104K 0.05% 172
2016
Q2 		$149K Buy
+2,116
New +$239K 0.02% 478
2015
Q4 		$126K Buy
+3,552
New +$348K 0.02% 352
2015
Q2 		$114K Sell
1,074
-111
-9% -$12.3K 0.05% 115
2015
Q1 		$135K Buy
+1,185
New +$135K 0.06% 148

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthPLAN Partners's ZBH Position: Q3 2023 in Review

WealthPLAN Partners sold out of Zimmer Biomet (ZBH) in Q3 2023, closing a stake of 270 shares — an estimated $39.3K sold.

WealthPLAN Partners first reported a position in ZBH in Q1 2015 and held it in 26 quarters. The position peaked at $367K in Q1 2021. 1,015 funds tracked by Wall St. Rank hold ZBH as of Q3 2023.

  • WealthPLAN Partners reported no remaining Zimmer Biomet position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 270 Zimmer Biomet shares in Q3 2023, an estimated $39.3K.
  • WealthPLAN Partners first reported a position in Zimmer Biomet in Q1 2015 and held it in 26 quarters.
  • WealthPLAN Partners's Zimmer Biomet position peaked at $367K in Q1 2021.
  • 1,015 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.