Bedel Financial Consulting’s Zimmer Biomet ZBH Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-887	Closed	-$113K	–	948
2022 Q1	$113K	Sell	887 -20	-2%	-$2.41K	0.04%	254
2021 Q4	$112K	Sell	907 -7	-0.8%	-$916	0.03%	262
2021 Q3	$130K	Buy	914 +7	+0.8%	+$1.03K	0.04%	232
2021 Q2	$142K	Buy	907 +1	+0.1%	+$162	0.05%	221
2021 Q1	$141K	Hold	906	–	–	0.05%	214
2020 Q4	$136K	Hold	906	–	–	0.06%	186
2020 Q3	$120K	Buy	906 +1	+0.1%	+$131	0.06%	185
2020 Q2	$105K	Sell	905 -103	-10%	-$11.9K	0.06%	193
2020 Q1	$99K	Hold	1,008	–	–	0.07%	179
2019 Q4	$146K	Sell	1,008 -38	-4%	-$5.25K	0.08%	171
2019 Q3	$140K	Hold	1,046	–	–	0.08%	172
2019 Q2	$120K	Hold	1,046	–	–	0.07%	182
2019 Q1	$130K	Buy	1,046 +1	+0.1%	+$114	0.08%	169
2018 Q4	$105K	Hold	1,045	–	–	0.08%	173
2018 Q3	$129K	Buy	1,045 +1	+0.1%	+$119	0.09%	173
2018 Q2	$113K	Hold	1,044	–	–	0.08%	180
2018 Q1	$111K	Buy	+1,044	New	+$121K	0.08%	185

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Bedel Financial Consulting's ZBH Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Zimmer Biomet (ZBH) in Q2 2022, closing a stake of 887 shares — an estimated $113K sold.

Bedel Financial Consulting first reported a position in ZBH in Q1 2018 and held it in 17 quarters. The position peaked at $146K in Q4 2019. 956 funds tracked by Wall St. Rank hold ZBH as of Q2 2022.

Bedel Financial Consulting reported no remaining Zimmer Biomet position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 887 Zimmer Biomet shares in Q2 2022, an estimated $113K.
Bedel Financial Consulting first reported a position in Zimmer Biomet in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Zimmer Biomet position peaked at $146K in Q4 2019.
956 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.