Coe Capital Management’s Zimmer Biomet ZBH Stock Holding History

Coe Capital 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
2021 Q2	$550K	Buy	3,521 +295	+9%	+$47.8K	0.52%	51
2021 Q1	$501K	Sell	3,226 -64	-2%	-$9.91K	0.5%	54
2020 Q4	$492K	Sell	3,290 -296	-8%	-$41.8K	0.54%	53
2020 Q3	$474K	Buy	3,586 +838	+30%	+$109K	0.64%	46
2020 Q2	$318K	Sell	2,748 -64	-2%	-$7.38K	0.47%	57
2020 Q1	$276K	Buy	+2,812	New	+$369K	0.46%	57

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Coe Capital Management's ZBH Position: Q2 2021 in Review

Coe Capital Management increased its Zimmer Biomet (ZBH) stake by 9.1% in Q2 2021, buying an estimated $47.8K and bringing the position to 3,521 shares worth $550K. The position accounts for 0.52% of the portfolio, ranked #51.

Coe Capital Management first reported a position in ZBH in Q1 2020 and has held it in 6 quarters since. 1,018 funds tracked by Wall St. Rank hold ZBH as of Q2 2021.

Coe Capital Management held 3,521 shares of Zimmer Biomet worth $550K as of Q2 2021.
Coe Capital Management bought 295 Zimmer Biomet shares in Q2 2021, an estimated $47.8K.
Zimmer Biomet made up 0.52% of Coe Capital Management's portfolio in Q2 2021, its #51 holding.
Coe Capital Management first reported a position in Zimmer Biomet in Q1 2020 and has held it in 6 quarters since.
1,018 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2021.

Based on Coe Capital Management's 13F filing for Q2 2021, filed 22 Jul 2021.