WI
ZBH icon

Wintrust Investments’s Zimmer Biomet ZBH Stock Holding History

Wintrust Investments’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
Q2 		– Sell
-1,790
Closed -$236K – 482
2024
Q1 		$236K Buy
+1,790
New +$224K 0.02% 418
2021
Q3 		– Sell
-1,326
Closed -$207K – 416
2021
Q2 		$207K Buy
1,326
+1
+0.1% +$162 0.02% 401
2021
Q1 		$206K Sell
1,325
-828
-38% -$128K 0.02% 383
2020
Q4 		$322K Sell
2,153
-31
-1% -$4.38K 0.09% 130
2020
Q3 		$289K Buy
2,184
+196
+10% +$25.6K 0.04% 274
2020
Q2 		$230K Buy
+1,988
New +$229K 0.03% 312

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wintrust Investments's ZBH Position: Q2 2024 in Review

Wintrust Investments sold out of Zimmer Biomet (ZBH) in Q2 2024, closing a stake of 1,790 shares — an estimated $236K sold.

Wintrust Investments first reported a position in ZBH in Q2 2020 and held it in 6 quarters. The position peaked at $322K in Q4 2020. 1,005 funds tracked by Wall St. Rank hold ZBH as of Q2 2024.

  • Wintrust Investments reported no remaining Zimmer Biomet position as of Q2 2024 after selling out during the quarter.
  • Wintrust Investments sold 1,790 Zimmer Biomet shares in Q2 2024, an estimated $236K.
  • Wintrust Investments first reported a position in Zimmer Biomet in Q2 2020 and held it in 6 quarters.
  • Wintrust Investments's Zimmer Biomet position peaked at $322K in Q4 2020.
  • 1,005 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2024.

Based on Wintrust Investments's 13F filing for Q2 2024, filed 13 Aug 2024.