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Douglass Winthrop Advisors’s Zimmer Biomet ZBH Stock Holding History

Douglass Winthrop 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
2021
Q4 		– Sell
-1,576
Closed -$224K – 281
2021
Q3 		$224K Hold
1,576
– – 0.01% 259
2021
Q2 		$246K Sell
1,576
-26
-2% -$4.21K 0.01% 249
2021
Q1 		$249K Sell
1,602
-458
-22% -$70.9K 0.01% 247
2020
Q4 		$308K Sell
2,060
-47
-2% -$6.64K 0.01% 225
2020
Q3 		$279K Hold
2,107
– – 0.01% 227
2020
Q2 		$244K Sell
2,107
-18
-0.8% -$2.07K 0.01% 221
2020
Q1 		$209K Sell
2,125
-9,585
-82% -$1.26M 0.01% 222
2019
Q4 		$1.7M Hold
11,710
– – 0.06% 96
2019
Q3 		$1.56M Buy
11,710
+17
+0.1% +$2.2K 0.06% 102
2019
Q2 		$1.34M Buy
11,693
+10,044
+609% +$1.18M 0.05% 105
2019
Q1 		$204K Buy
+1,649
New +$187K 0.01% 233
2017
Q1 		– Sell
-3,992
Closed -$400K – 252
2016
Q4 		$400K Buy
+3,992
New +$428K 0.03% 175
2015
Q4 		– Sell
-4,657
Closed -$425K – 245
2015
Q3 		$425K Sell
4,657
-7,158
-61% -$718K 0.03% 173
2015
Q2 		$1.35M Hold
11,815
– – 0.1% 104
2015
Q1 		$1.35M Buy
11,815
+8,612
+269% +$983K 0.1% 104
2014
Q4 		$353K Buy
3,203
+53
+2% +$5.59K 0.03% 162
2014
Q3 		$307K Buy
3,150
+67
+2% +$6.59K 0.03% 162
2014
Q2 		$311K Buy
3,083
+26
+0.9% +$2.54K 0.03% 155
2014
Q1 		$281K Sell
3,057
-406
-12% -$37.4K 0.03% 162
2013
Q4 		$313K Buy
3,463
+515
+17% +$44.6K 0.03% 149
2013
Q3 		$235K Buy
+2,948
New +$232K 0.03% 159

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Douglass Winthrop Advisors's ZBH Position: Q4 2021 in Review

Douglass Winthrop Advisors sold out of Zimmer Biomet (ZBH) in Q4 2021, closing a stake of 1,576 shares — an estimated $224K sold.

Douglass Winthrop Advisors first reported a position in ZBH in Q3 2013 and held it in 21 quarters. The position peaked at $1.7M in Q4 2019. 998 funds tracked by Wall St. Rank hold ZBH as of Q4 2021.

  • Douglass Winthrop Advisors reported no remaining Zimmer Biomet position as of Q4 2021 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 1,576 Zimmer Biomet shares in Q4 2021, an estimated $224K.
  • Douglass Winthrop Advisors first reported a position in Zimmer Biomet in Q3 2013 and held it in 21 quarters.
  • Douglass Winthrop Advisors's Zimmer Biomet position peaked at $1.7M in Q4 2019.
  • 998 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2021.

Based on Douglass Winthrop Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.