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Ellis Investment Partners’s Zimmer Biomet ZBH Stock Holding History

Ellis Investment Partners’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
-40
Closed -$4.39K – 835
2022
Q2 		$4K Hold
40
– – ﹤0.01% 699
2022
Q1 		$5K Sell
40
-1
-2% -$121 ﹤0.01% 700
2021
Q4 		$5K Buy
+41
New +$5.37K ﹤0.01% 703

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JP Morgan Chase
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American Century Companies
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Dodge & Cox
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Capital International Investors
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Primecap Management
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Ellis Investment Partners's ZBH Position: Q3 2022 in Review

Ellis Investment Partners sold out of Zimmer Biomet (ZBH) in Q3 2022, closing a stake of 40 shares — an estimated $4.39K sold.

Ellis Investment Partners first reported a position in ZBH in Q4 2021 and held it in 3 quarters. The position peaked at $5K in Q1 2022. 919 funds tracked by Wall St. Rank hold ZBH as of Q3 2022.

  • Ellis Investment Partners reported no remaining Zimmer Biomet position as of Q3 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 40 Zimmer Biomet shares in Q3 2022, an estimated $4.39K.
  • Ellis Investment Partners first reported a position in Zimmer Biomet in Q4 2021 and held it in 3 quarters.
  • Ellis Investment Partners's Zimmer Biomet position peaked at $5K in Q1 2022.
  • 919 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2022.

Based on Ellis Investment Partners's 13F filing for Q3 2022, filed 14 Nov 2022.