Brewin Dolphin Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Brewin Dolphin Wealth Management’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	$943K	Buy	8,100 +4,050	+100%	+$480K	0.1%	74
2022 Q1	$518K	Sell	4,050 -328	-7%	-$39.5K	0.06%	96
2021 Q4	$540K	Hold	4,378	–	–	0.06%	95
2021 Q3	$622K	Sell	4,378 -206	-4%	-$30.3K	0.07%	85
2021 Q2	$716K	Sell	4,584 -123	-3%	-$19.9K	0.09%	80
2021 Q1	$732K	Hold	4,707	–	–	0.11%	76
2020 Q4	$704K	Hold	4,707	–	–	0.12%	72
2020 Q3	$622K	Hold	4,707	–	–	0.11%	71
2020 Q2	$545K	Hold	4,707	–	–	0.12%	74
2020 Q1	$462K	Hold	4,707	–	–	0.25%	48
2019 Q4	$684K	Hold	4,707	–	–	0.32%	43
2019 Q3	$627K	Hold	4,707	–	–	0.32%	44
2019 Q2	$538K	Hold	4,707	–	–	0.28%	49
2019 Q1	$584K	Hold	4,707	–	–	0.32%	49
2018 Q4	$474K	Hold	4,707	–	–	0.29%	48
2018 Q3	$601K	Hold	4,707	–	–	0.32%	47
2018 Q2	$509K	Hold	4,707	–	–	0.3%	51
2018 Q1	$498K	Hold	4,707	–	–	0.31%	50
2017 Q4	$551K	Hold	4,707	–	–	0.35%	44
2017 Q3	$535K	Buy	+4,707	New	+$543K	0.37%	43

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

Brewin Dolphin Wealth Management's ZBH Position: Q2 2022 in Review

Brewin Dolphin Wealth Management increased its Zimmer Biomet (ZBH) stake by 100% in Q2 2022, buying an estimated $480K and bringing the position to 8,100 shares worth $943K. The position accounts for 0.1% of the portfolio, ranked #74.

Brewin Dolphin Wealth Management first reported a position in ZBH in Q3 2017 and has held it in 20 quarters since. 956 funds tracked by Wall St. Rank hold ZBH as of Q2 2022.

Brewin Dolphin Wealth Management held 8,100 shares of Zimmer Biomet worth $943K as of Q2 2022.
Brewin Dolphin Wealth Management bought 4,050 Zimmer Biomet shares in Q2 2022, an estimated $480K.
Zimmer Biomet made up 0.1% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #74 holding.
Brewin Dolphin Wealth Management first reported a position in Zimmer Biomet in Q3 2017 and has held it in 20 quarters since.
956 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.