Advisory Research’s Zoetis ZTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
– Sell
-1,511
Closed -$263K – 485
2023
Q3
$263K Buy
+1,511
New +$274K 0.04% 395
2014
Q2
– Sell
-2,229
Closed -$65K – 691
2014
Q1
$65K Buy
+2,229
New +$68.1K ﹤0.01% 720

Other funds holding ZTS

Advisory Research's ZTS Position: Q4 2023 in Review

Advisory Research sold out of Zoetis (ZTS) in Q4 2023, closing a stake of 1,511 shares — an estimated $263K sold.

Advisory Research first reported a position in ZTS in Q1 2014 and held it in 2 quarters. The position peaked at $263K in Q3 2023. 1,747 funds tracked by Wall St. Rank hold ZTS as of Q4 2023.

  • Advisory Research reported no remaining Zoetis position as of Q4 2023 after selling out during the quarter.
  • Advisory Research sold 1,511 Zoetis shares in Q4 2023, an estimated $263K.
  • Advisory Research first reported a position in Zoetis in Q1 2014 and held it in 2 quarters.
  • Advisory Research's Zoetis position peaked at $263K in Q3 2023.
  • 1,747 funds tracked by Wall St. Rank held Zoetis as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.