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Westwood Holdings Group’s Zimmer Biomet ZBH Stock Holding History

Westwood Holdings Group’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
-2,993
Closed -$323K – 510
2024
Q3 		$323K Hold
2,993
– – ﹤0.01% 434
2024
Q2 		$325K Buy
2,993
+239
+9% +$28.2K ﹤0.01% 411
2024
Q1 		$363K Buy
2,754
+43
+2% +$5.37K ﹤0.01% 415
2023
Q4 		$330K Sell
2,711
-26,118
-91% -$2.91M ﹤0.01% 417
2023
Q3 		$3.23M Buy
28,829
+1,908
+7% +$242K 0.03% 267
2023
Q2 		$3.92M Hold
26,921
– – 0.04% 266
2023
Q1 		$3.48M Hold
26,921
– – 0.03% 272
2022
Q4 		$3.43M Hold
26,921
– – 0.03% 272
2022
Q3 		$2.81M Hold
26,921
– – 0.03% 245
2022
Q2 		$2.83M Hold
26,921
– – 0.03% 264
2022
Q1 		$3.44M Sell
26,921
-808
-3% -$97.4K 0.03% 268
2021
Q4 		$3.42M Buy
27,729
+610
+2% +$79.8K 0.03% 261
2021
Q3 		$3.85M Hold
27,119
– – 0.04% 248
2021
Q2 		$4.23M Sell
27,119
-185,248
-87% -$30M 0.04% 244
2021
Q1 		$33M Sell
212,367
-13,170
-6% -$2.04M 0.33% 106
2020
Q4 		$33.7M Sell
225,537
-10,456
-4% -$1.48M 0.39% 94
2020
Q3 		$31.2M Sell
235,993
-4,972
-2% -$650K 0.4% 72
2020
Q2 		$27.9M Sell
240,965
-32,880
-12% -$3.79M 0.37% 80
2020
Q1 		$26.9M Buy
273,845
+243,549
+804% +$31.9M 0.41% 71
2019
Q4 		$4.4M Hold
30,296
– – 0.05% 256
2019
Q3 		$4.04M Buy
+30,296
New +$3.91M 0.04% 259
2017
Q3 		– Sell
-412
Closed -$51K – 521
2017
Q2 		$51K Buy
+412
New +$48.8K ﹤0.01% 447

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

Westwood Holdings Group's ZBH Position: Q4 2024 in Review

Westwood Holdings Group sold out of Zimmer Biomet (ZBH) in Q4 2024, closing a stake of 2,993 shares — an estimated $323K sold.

Westwood Holdings Group first reported a position in ZBH in Q2 2017 and held it in 22 quarters. The position peaked at $33.7M in Q4 2020. 1,027 funds tracked by Wall St. Rank hold ZBH as of Q4 2024.

  • Westwood Holdings Group reported no remaining Zimmer Biomet position as of Q4 2024 after selling out during the quarter.
  • Westwood Holdings Group sold 2,993 Zimmer Biomet shares in Q4 2024, an estimated $323K.
  • Westwood Holdings Group first reported a position in Zimmer Biomet in Q2 2017 and held it in 22 quarters.
  • Westwood Holdings Group's Zimmer Biomet position peaked at $33.7M in Q4 2020.
  • 1,027 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2024.

Based on Westwood Holdings Group's 13F filing for Q4 2024, filed 14 Feb 2025.