DWM
ZBH icon

Defined Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Defined 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 		– Sell
-26
Closed -$4K – 209
2020
Q4 		$4K Buy
+26
New +$3.67K ﹤0.01% 200

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

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

Defined Wealth Management sold out of Zimmer Biomet (ZBH) in Q1 2021, closing a stake of 26 shares — an estimated $4K sold.

Defined Wealth Management first reported a position in ZBH in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 1,029 funds tracked by Wall St. Rank hold ZBH as of Q1 2021.

  • Defined Wealth Management reported no remaining Zimmer Biomet position as of Q1 2021 after selling out during the quarter.
  • Defined Wealth Management sold 26 Zimmer Biomet shares in Q1 2021, an estimated $4K.
  • Defined Wealth Management first reported a position in Zimmer Biomet in Q4 2020 and held it in 1 quarter.
  • Defined Wealth Management's Zimmer Biomet position peaked at $4K in Q4 2020.
  • 1,029 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.