Williams Jones Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Williams Jones 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 Q4	–	Sell	-1,895	Closed	-$205K	–	547
2024 Q3	$205K	Sell	1,895 -302	-14%	-$33K	﹤0.01%	492
2024 Q2	$238K	Sell	2,197 -801	-27%	-$94.4K	﹤0.01%	452
2024 Q1	$396K	Sell	2,998 -265	-8%	-$33.1K	0.01%	390
2023 Q4	$397K	Sell	3,263 -385	-11%	-$43K	0.01%	381
2023 Q3	$409K	Buy	3,648 +414	+13%	+$52.6K	0.01%	372
2023 Q2	$471K	Hold	3,234	–	–	0.01%	355
2023 Q1	$418K	Hold	3,234	–	–	0.01%	399
2022 Q4	$412K	Buy	3,234 +26	+0.8%	+$3.02K	0.01%	392
2022 Q3	$335K	Hold	3,208	–	–	0.01%	427
2022 Q2	$337K	Buy	3,208 +1,454	+83%	+$173K	0.01%	433
2022 Q1	$224K	Buy	+1,754	New	+$211K	﹤0.01%	468

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

Williams Jones Wealth Management's ZBH Position: Q4 2024 in Review

Williams Jones Wealth Management sold out of Zimmer Biomet (ZBH) in Q4 2024, closing a stake of 1,895 shares — an estimated $205K sold.

Williams Jones Wealth Management first reported a position in ZBH in Q1 2022 and held it in 11 quarters. The position peaked at $471K in Q2 2023. 1,027 funds tracked by Wall St. Rank hold ZBH as of Q4 2024.

Williams Jones Wealth Management reported no remaining Zimmer Biomet position as of Q4 2024 after selling out during the quarter.
Williams Jones Wealth Management sold 1,895 Zimmer Biomet shares in Q4 2024, an estimated $205K.
Williams Jones Wealth Management first reported a position in Zimmer Biomet in Q1 2022 and held it in 11 quarters.
Williams Jones Wealth Management's Zimmer Biomet position peaked at $471K in Q2 2023.
1,027 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2024.

Based on Williams Jones Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.