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Appleton Partners’s Zimmer Biomet ZBH Stock Holding History

Appleton Partners’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
Q4 		– Sell
-1,439
Closed -$204K – 313
2021
Q3 		$204K Sell
1,439
-288
-17% -$42.4K 0.02% 287
2021
Q2 		$270K Hold
1,727
– – 0.02% 259
2021
Q1 		$268K Sell
1,727
-46
-3% -$7.13K 0.02% 252
2020
Q4 		$265K Sell
1,773
-3
-0.2% -$424 0.03% 241
2020
Q3 		$235K Hold
1,776
– – 0.03% 249
2020
Q2 		$206K Sell
1,776
-360
-17% -$41.5K 0.02% 246
2020
Q1 		$210K Hold
2,136
– – 0.03% 247
2019
Q4 		$310K Buy
+2,136
New +$295K 0.03% 236

Other funds holding ZBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Appleton Partners's ZBH Position: Q4 2021 in Review

Appleton Partners sold out of Zimmer Biomet (ZBH) in Q4 2021, closing a stake of 1,439 shares — an estimated $204K sold.

Appleton Partners first reported a position in ZBH in Q4 2019 and held it in 8 quarters. The position peaked at $310K in Q4 2019. 998 funds tracked by Wall St. Rank hold ZBH as of Q4 2021.

  • Appleton Partners reported no remaining Zimmer Biomet position as of Q4 2021 after selling out during the quarter.
  • Appleton Partners sold 1,439 Zimmer Biomet shares in Q4 2021, an estimated $204K.
  • Appleton Partners first reported a position in Zimmer Biomet in Q4 2019 and held it in 8 quarters.
  • Appleton Partners's Zimmer Biomet position peaked at $310K in Q4 2019.
  • 998 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2021.

Based on Appleton Partners's 13F filing for Q4 2021, filed 3 Feb 2022.