Apogem Capital’s Zimmer Biomet ZBH Stock Holding History

Apogem Capital’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
2021 Q3	–	Sell	-2,468	Closed	-$385K	–	205
2021 Q2	$385K	Buy	2,468 +787	+47%	+$127K	0.25%	129
2021 Q1	$261K	Sell	1,681 -586	-26%	-$90.8K	0.18%	143
2020 Q4	$339K	Buy	+2,267	New	+$320K	0.23%	126

Other funds holding ZBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Apogem Capital's ZBH Position: Q3 2021 in Review

Apogem Capital sold out of Zimmer Biomet (ZBH) in Q3 2021, closing a stake of 2,468 shares — an estimated $385K sold.

Apogem Capital first reported a position in ZBH in Q4 2020 and held it in 3 quarters. The position peaked at $385K in Q2 2021. 982 funds tracked by Wall St. Rank hold ZBH as of Q3 2021.

Apogem Capital reported no remaining Zimmer Biomet position as of Q3 2021 after selling out during the quarter.
Apogem Capital sold 2,468 Zimmer Biomet shares in Q3 2021, an estimated $385K.
Apogem Capital first reported a position in Zimmer Biomet in Q4 2020 and held it in 3 quarters.
Apogem Capital's Zimmer Biomet position peaked at $385K in Q2 2021.
982 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2021.

Based on Apogem Capital's 13F filing for Q3 2021, filed 15 Nov 2021.