Berman Capital Advisors’s Zimmer Biomet ZBH Stock Holding History

Berman Capital Advisors’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	$98K	Buy	690 +141	+26%	+$20.7K	0.02%	444
2021 Q2	$85K	Buy	549 +43	+8%	+$6.96K	0.01%	427
2021 Q1	$78K	Buy	506 +213	+73%	+$33K	0.02%	358
2020 Q4	$43K	Buy	293 +102	+53%	+$14.4K	0.01%	450
2020 Q3	$24K	Sell	191 -4	-2%	-$523	0.01%	537
2020 Q2	$21K	Sell	195 -49	-20%	-$5.65K	0.01%	534
2020 Q1	$23K	Buy	244 +15	+7%	+$1.97K	0.01%	464
2019 Q4	$32K	Buy	229 +45	+24%	+$6.21K	0.01%	415
2019 Q3	$24K	Buy	184 +26	+16%	+$3.36K	0.01%	465
2019 Q2	$18K	Sell	158 -16	-9%	-$1.87K	0.01%	553
2019 Q1	$21K	Buy	174 +77	+79%	+$8.75K	0.01%	447
2018 Q4	$8K	Buy	+97	New	+$10.9K	﹤0.01%	575

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 $315B AUM 27.84% 1-Year Est. Return

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

Berman Capital Advisors's ZBH Position: Q3 2021 in Review

Berman Capital Advisors increased its Zimmer Biomet (ZBH) stake by 26% in Q3 2021, buying an estimated $20.7K and bringing the position to 690 shares worth $98K. The position accounts for 0.02% of the portfolio, ranked #444.

Berman Capital Advisors first reported a position in ZBH in Q4 2018 and has held it in 12 quarters since. 983 funds tracked by Wall St. Rank hold ZBH as of Q3 2021.

Berman Capital Advisors held 690 shares of Zimmer Biomet worth $98K as of Q3 2021.
Berman Capital Advisors bought 141 Zimmer Biomet shares in Q3 2021, an estimated $20.7K.
Zimmer Biomet made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #444 holding.
Berman Capital Advisors first reported a position in Zimmer Biomet in Q4 2018 and has held it in 12 quarters since.
983 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.