Burleson & Co’s Zimmer Biomet ZBH Stock Holding History

Burleson & Co’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 Q4	$17.9K	Sell	140 -71	-34%	-$8.24K	﹤0.01%	237
2022 Q3	$22K	Hold	211	–	–	﹤0.01%	245
2022 Q2	$22K	Hold	211	–	–	﹤0.01%	226
2022 Q1	$27K	Sell	211 -6	-3%	-$723	﹤0.01%	219
2021 Q4	$27K	Hold	217	–	–	﹤0.01%	215
2021 Q3	$31K	Hold	217	–	–	﹤0.01%	214
2021 Q2	$34K	Hold	217	–	–	0.01%	217
2021 Q1	$34K	Buy	+217	New	+$33.6K	0.01%	202

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

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

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

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

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

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

Burleson & Co's ZBH Position: Q4 2022 in Review

Burleson & Co reduced its Zimmer Biomet (ZBH) stake by 34% in Q4 2022, selling an estimated $8.24K and leaving 140 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Burleson & Co first reported a position in ZBH in Q1 2021 and has held it in 8 quarters since. The position peaked at $34K in Q2 2021. 978 funds tracked by Wall St. Rank hold ZBH as of Q4 2022.

Burleson & Co held 140 shares of Zimmer Biomet worth $17.9K as of Q4 2022.
Burleson & Co sold 71 Zimmer Biomet shares in Q4 2022, an estimated $8.24K.
Zimmer Biomet made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #237 holding.
Burleson & Co first reported a position in Zimmer Biomet in Q1 2021 and has held it in 8 quarters since.
Burleson & Co's Zimmer Biomet position peaked at $34K in Q2 2021.
978 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.