Western Pacific Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Western Pacific Wealth Management’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 Q3	–	Sell	-155	Closed	-$16.8K	–	266
2024 Q2	$16.8K	Sell	155 -299	-66%	-$35.2K	0.01%	171
2024 Q1	$59.9K	Hold	454	–	–	0.04%	134
2023 Q4	$55.3K	Hold	454	–	–	0.04%	137
2023 Q3	$50.9K	Sell	454 -209	-32%	-$26.5K	0.04%	133
2023 Q2	$96.5K	Hold	663	–	–	0.07%	81
2023 Q1	$85.7K	Hold	663	–	–	0.07%	92
2022 Q4	$84.5K	Buy	663 +239	+56%	+$27.7K	0.07%	86
2022 Q3	$44K	Buy	+424	New	+$46.5K	0.04%	109

Other funds holding ZBH

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Western Pacific Wealth Management's ZBH Position: Q3 2024 in Review

Western Pacific Wealth Management sold out of Zimmer Biomet (ZBH) in Q3 2024, closing a stake of 155 shares — an estimated $16.8K sold.

Western Pacific Wealth Management first reported a position in ZBH in Q3 2022 and held it in 8 quarters. The position peaked at $96.5K in Q2 2023. 981 funds tracked by Wall St. Rank hold ZBH as of Q3 2024.

Western Pacific Wealth Management reported no remaining Zimmer Biomet position as of Q3 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 155 Zimmer Biomet shares in Q3 2024, an estimated $16.8K.
Western Pacific Wealth Management first reported a position in Zimmer Biomet in Q3 2022 and held it in 8 quarters.
Western Pacific Wealth Management's Zimmer Biomet position peaked at $96.5K in Q2 2023.
981 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2024.

Based on Western Pacific Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.