Diversified Portfolios Inc’s Zoetis ZTS Stock Holding History

Diversified Portfolios Inc’s Portfolio ZTS Stock Details ZTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,028	Closed	-$201K	–	150
2024 Q3	$201K	Buy	+1,028	New	+$189K	0.02%	138
2024 Q1	–	Sell	-1,028	Closed	-$203K	–	131
2023 Q4	$203K	Buy	+1,028	New	+$182K	0.03%	124
2023 Q3	–	Sell	-1,428	Closed	-$246K	–	128
2023 Q2	$246K	Sell	1,428 -154	-10%	-$26.6K	0.05%	113
2023 Q1	$263K	Sell	1,582 -84	-5%	-$13.8K	0.06%	118
2022 Q4	$244K	Hold	1,666	–	–	0.06%	120
2022 Q3	$247K	Buy	1,666 +84	+5%	+$14K	0.07%	120
2022 Q2	$272K	Hold	1,582	–	–	0.08%	105
2022 Q1	$298K	Sell	1,582 -540	-25%	-$107K	0.07%	114
2021 Q4	$518K	Sell	2,122 -109	-5%	-$23.9K	0.12%	87
2021 Q3	$433K	Hold	2,231	–	–	0.12%	79
2021 Q2	$416K	Buy	2,231 +500	+29%	+$86.8K	0.16%	70
2021 Q1	$273K	Sell	1,731 -434	-20%	-$68.8K	0.09%	86
2020 Q4	$358K	Buy	2,165 +154	+8%	+$25K	0.13%	65
2020 Q3	$333K	Buy	+2,011	New	+$309K	0.14%	54

Other funds holding ZTS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

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

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return