1834 Investment Advisors’s Zimmer Biomet ZBH Stock Holding History

1834 Investment Advisors’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
2022 Q3	–	Sell	-120	Closed	-$13K	–	461
2022 Q2	$13K	Hold	120	–	–	﹤0.01%	364
2022 Q1	$15K	Sell	120 -4	-3%	-$482	﹤0.01%	329
2021 Q4	$15K	Hold	124	–	–	﹤0.01%	353
2021 Q3	$18K	Hold	124	–	–	﹤0.01%	352
2021 Q2	$19K	Hold	124	–	–	﹤0.01%	371
2021 Q1	$19K	Hold	124	–	–	﹤0.01%	333
2020 Q4	$18K	Hold	124	–	–	﹤0.01%	330
2020 Q3	$16K	Hold	124	–	–	﹤0.01%	321
2020 Q2	$14K	Hold	124	–	–	﹤0.01%	311
2020 Q1	$12K	Hold	124	–	–	﹤0.01%	327
2019 Q4	$18K	Hold	124	–	–	﹤0.01%	335
2019 Q3	$16K	Hold	124	–	–	﹤0.01%	346
2019 Q2	$14K	Hold	124	–	–	﹤0.01%	352
2019 Q1	$15K	Hold	124	–	–	﹤0.01%	337
2018 Q4	$12K	Hold	124	–	–	﹤0.01%	348
2018 Q3	$16K	Hold	124	–	–	﹤0.01%	340
2018 Q2	$13K	Hold	124	–	–	﹤0.01%	357
2018 Q1	$13K	Hold	124	–	–	﹤0.01%	368
2017 Q4	$14K	Buy	+124	New	+$14K	﹤0.01%	390

Other funds holding ZBH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

1834 Investment Advisors's ZBH Position: Q3 2022 in Review

1834 Investment Advisors sold out of Zimmer Biomet (ZBH) in Q3 2022, closing a stake of 120 shares — an estimated $13K sold.

1834 Investment Advisors first reported a position in ZBH in Q4 2017 and held it in 19 quarters. The position peaked at $19K in Q2 2021. 919 funds tracked by Wall St. Rank hold ZBH as of Q3 2022.

1834 Investment Advisors reported no remaining Zimmer Biomet position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 120 Zimmer Biomet shares in Q3 2022, an estimated $13K.
1834 Investment Advisors first reported a position in Zimmer Biomet in Q4 2017 and held it in 19 quarters.
1834 Investment Advisors's Zimmer Biomet position peaked at $19K in Q2 2021.
919 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.