BFG
ZBH icon

Baron Financial Group’s Zimmer Biomet ZBH Stock Holding History

Baron Financial Group’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
-90
Closed -$9.46K – 210
2022
Q2 		$9.46K Hold
90
– – 0.01% 152
2022
Q1 		$11.5K Sell
90
-3
-3% -$362 0.01% 158
2021
Q4 		$11.4K Hold
93
– – 0.01% 164
2021
Q3 		$13.2K Hold
93
– – 0.01% 158
2021
Q2 		$14.5K Sell
93
-10
-10% -$1.62K 0.01% 157
2021
Q1 		$16K Hold
103
– – 0.01% 151
2020
Q4 		$15.4K Hold
103
– – 0.01% 150
2020
Q3 		$13.6K Buy
+103
New +$13.5K 0.01% 155

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Baron Financial Group's ZBH Position: Q3 2022 in Review

Baron Financial Group sold out of Zimmer Biomet (ZBH) in Q3 2022, closing a stake of 90 shares — an estimated $9.46K sold.

Baron Financial Group first reported a position in ZBH in Q3 2020 and held it in 8 quarters. The position peaked at $16K in Q1 2021. 919 funds tracked by Wall St. Rank hold ZBH as of Q3 2022.

  • Baron Financial Group reported no remaining Zimmer Biomet position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 90 Zimmer Biomet shares in Q3 2022, an estimated $9.46K.
  • Baron Financial Group first reported a position in Zimmer Biomet in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Zimmer Biomet position peaked at $16K in Q1 2021.
  • 919 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.