Delta Financial Advisors’s Zimmer Biomet ZBH Stock Holding History

Delta Financial Advisors’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 Q3	–	Sell	-8,905	Closed	-$936K	–	114
2022 Q2	$936K	Sell	8,905 -65	-0.7%	-$7.71K	0.47%	70
2022 Q1	$1.15M	Sell	8,970 -1,135	-11%	-$137K	0.49%	68
2021 Q4	$1.25M	Sell	10,105 -84	-0.8%	-$11K	0.51%	65
2021 Q3	$1.45M	Sell	10,189 -38	-0.4%	-$5.59K	0.64%	59
2021 Q2	$1.6M	Buy	10,227 +3	+0%	+$486	0.7%	54
2021 Q1	$1.59M	Buy	10,224 +307	+3%	+$47.6K	0.74%	54
2020 Q4	$1.48M	Sell	9,917 -356	-3%	-$50.3K	0.74%	54
2020 Q3	$1.36M	Buy	10,273 +79	+0.8%	+$10.3K	0.75%	54
2020 Q2	$1.18M	Buy	10,194 +3	+0%	+$346	0.7%	53
2020 Q1	$1M	Sell	10,191 -7,695	-43%	-$1.01M	0.69%	57
2019 Q4	$2.6M	Sell	17,886 -198	-1%	-$27.3K	1.02%	39
2019 Q3	$2.41M	Sell	18,084 -221	-1%	-$28.5K	0.98%	41
2019 Q2	$2.09M	Buy	+18,305	New	+$2.14M	0.86%	47

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Delta Financial Advisors's ZBH Position: Q3 2022 in Review

Delta Financial Advisors sold out of Zimmer Biomet (ZBH) in Q3 2022, closing a stake of 8,905 shares — an estimated $936K sold.

Delta Financial Advisors first reported a position in ZBH in Q2 2019 and held it in 13 quarters. The position peaked at $2.6M in Q4 2019. 919 funds tracked by Wall St. Rank hold ZBH as of Q3 2022.

Delta Financial Advisors reported no remaining Zimmer Biomet position as of Q3 2022 after selling out during the quarter.
Delta Financial Advisors sold 8,905 Zimmer Biomet shares in Q3 2022, an estimated $936K.
Delta Financial Advisors first reported a position in Zimmer Biomet in Q2 2019 and held it in 13 quarters.
Delta Financial Advisors's Zimmer Biomet position peaked at $2.6M in Q4 2019.
919 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2022.

Based on Delta Financial Advisors's 13F filing for Q3 2022, filed 27 Oct 2022.