Capital Group Private Client Services’s Zimmer Biomet ZBH Stock Holding History

Capital Group Private Client Services’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
2023 Q1	–	Sell	-165,343	Closed	-$21.1M	–	252
2022 Q4	$21.1M	Sell	165,343 -21,925	-12%	-$2.54M	0.27%	96
2022 Q3	$19.6M	Sell	187,268 -1,007	-0.5%	-$111K	0.27%	98
2022 Q2	$19.8M	Sell	188,275 -2,918	-2%	-$346K	0.26%	100
2022 Q1	$24.5M	Buy	191,193 +60,964	+47%	+$7.35M	0.27%	95
2021 Q4	$16.1M	Sell	130,229 -48,224	-27%	-$6.31M	0.17%	116
2021 Q3	$25.4M	Buy	+178,453	New	+$26.3M	0.29%	88

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Group Private Client Services's ZBH Position: Q1 2023 in Review

Capital Group Private Client Services sold out of Zimmer Biomet (ZBH) in Q1 2023, closing a stake of 165,343 shares — an estimated $21.1M sold.

Capital Group Private Client Services first reported a position in ZBH in Q3 2021 and held it in 6 quarters. The position peaked at $25.4M in Q3 2021. 993 funds tracked by Wall St. Rank hold ZBH as of Q1 2023.

Capital Group Private Client Services reported no remaining Zimmer Biomet position as of Q1 2023 after selling out during the quarter.
Capital Group Private Client Services sold 165,343 Zimmer Biomet shares in Q1 2023, an estimated $21.1M.
Capital Group Private Client Services first reported a position in Zimmer Biomet in Q3 2021 and held it in 6 quarters.
Capital Group Private Client Services's Zimmer Biomet position peaked at $25.4M in Q3 2021.
993 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2023.

Based on Capital Group Private Client Services's 13F filing for Q1 2023, filed 15 May 2023.