Advisor Partners II’s Zimmer Biomet ZBH Stock Holding History

Advisor Partners II’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
2023 Q3	$588K	Buy	5,242 +272	+5%	+$34.5K	0.02%	652
2023 Q2	$724K	Buy	4,970 +464	+10%	+$63.1K	0.03%	478
2023 Q1	$582K	Buy	4,506 +406	+10%	+$51K	0.03%	501
2022 Q4	$523K	Buy	4,100 +448	+12%	+$52K	0.03%	507
2022 Q3	$382K	Buy	+3,652	New	+$401K	0.03%	541

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

Advisor Partners II's ZBH Position: Q3 2023 in Review

Advisor Partners II increased its Zimmer Biomet (ZBH) stake by 5.5% in Q3 2023, buying an estimated $34.5K and bringing the position to 5,242 shares worth $588K. The position accounts for 0.02% of the portfolio, ranked #652.

Advisor Partners II first reported a position in ZBH in Q3 2022 and has held it in 5 quarters since. The position peaked at $724K in Q2 2023. 1,016 funds tracked by Wall St. Rank hold ZBH as of Q3 2023.

Advisor Partners II held 5,242 shares of Zimmer Biomet worth $588K as of Q3 2023.
Advisor Partners II bought 272 Zimmer Biomet shares in Q3 2023, an estimated $34.5K.
Zimmer Biomet made up 0.02% of Advisor Partners II's portfolio in Q3 2023, its #652 holding.
Advisor Partners II first reported a position in Zimmer Biomet in Q3 2022 and has held it in 5 quarters since.
Advisor Partners II's Zimmer Biomet position peaked at $724K in Q2 2023.
1,016 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.