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Cordatus Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Cordatus 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
2021
Q1 		$4.02M Sell
25,841
-1,903
-7% -$295K 1.54% 9
2020
Q4 		$4.15M Sell
27,744
-741
-3% -$105K 1.75% 7
2020
Q3 		$3.77M Buy
+28,485
New +$3.72M 1.81% 8

Other funds holding ZBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cordatus Wealth Management's ZBH Position: Q1 2021 in Review

Cordatus Wealth Management reduced its Zimmer Biomet (ZBH) stake by 6.9% in Q1 2021, selling an estimated $295K and leaving 25,841 shares worth $4.02M. The position accounts for 1.54% of the portfolio, ranked #9.

Cordatus Wealth Management first reported a position in ZBH in Q3 2020 and has held it in 3 quarters since. The position peaked at $4.15M in Q4 2020. 1,029 funds tracked by Wall St. Rank hold ZBH as of Q1 2021.

  • Cordatus Wealth Management held 25,841 shares of Zimmer Biomet worth $4.02M as of Q1 2021.
  • Cordatus Wealth Management sold 1,903 Zimmer Biomet shares in Q1 2021, an estimated $295K.
  • Zimmer Biomet made up 1.54% of Cordatus Wealth Management's portfolio in Q1 2021, its #9 holding.
  • Cordatus Wealth Management first reported a position in Zimmer Biomet in Q3 2020 and has held it in 3 quarters since.
  • Cordatus Wealth Management's Zimmer Biomet position peaked at $4.15M in Q4 2020.
  • 1,029 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2021.

Based on Cordatus Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.