Bollard Group’s Zimmer Biomet ZBH Stock Holding History

Bollard 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
2021 Q4	–	Sell	-50	Closed	-$7K	–	442
2021 Q3	$7K	Hold	50	–	–	﹤0.01%	412
2021 Q2	$8K	Hold	50	–	–	﹤0.01%	410
2021 Q1	$8K	Hold	50	–	–	﹤0.01%	416
2020 Q4	$8K	Hold	50	–	–	﹤0.01%	412
2020 Q3	$7K	Hold	50	–	–	﹤0.01%	416
2020 Q2	$6K	Hold	50	–	–	﹤0.01%	439
2020 Q1	$5K	Hold	50	–	–	﹤0.01%	217
2019 Q4	$7K	Hold	50	–	–	﹤0.01%	219
2019 Q3	$7K	Hold	50	–	–	﹤0.01%	225
2019 Q2	$6K	Hold	50	–	–	﹤0.01%	243
2019 Q1	$6K	Hold	50	–	–	﹤0.01%	253
2018 Q4	$5K	Hold	50	–	–	﹤0.01%	256
2018 Q3	$6K	Hold	50	–	–	﹤0.01%	258
2018 Q2	$5K	Hold	50	–	–	﹤0.01%	253
2018 Q1	$5K	Hold	50	–	–	﹤0.01%	254
2017 Q4	$6K	Hold	50	–	–	﹤0.01%	243
2017 Q3	$6K	Hold	50	–	–	﹤0.01%	257
2017 Q2	$6K	Hold	50	–	–	﹤0.01%	261
2017 Q1	$6K	Hold	50	–	–	﹤0.01%	263
2016 Q4	$5K	Hold	50	–	–	﹤0.01%	262
2016 Q3	$6K	Buy	+50	New	+$6.18K	﹤0.01%	251

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

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

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Bollard Group's ZBH Position: Q4 2021 in Review

Bollard Group sold out of Zimmer Biomet (ZBH) in Q4 2021, closing a stake of 50 shares — an estimated $7K sold.

Bollard Group first reported a position in ZBH in Q3 2016 and held it in 21 quarters. The position peaked at $8K in Q2 2021. 998 funds tracked by Wall St. Rank hold ZBH as of Q4 2021.

Bollard Group reported no remaining Zimmer Biomet position as of Q4 2021 after selling out during the quarter.
Bollard Group sold 50 Zimmer Biomet shares in Q4 2021, an estimated $7K.
Bollard Group first reported a position in Zimmer Biomet in Q3 2016 and held it in 21 quarters.
Bollard Group's Zimmer Biomet position peaked at $8K in Q2 2021.
998 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2021.

Based on Bollard Group's 13F filing for Q4 2021, filed 11 Feb 2022.