Elm Advisors’s Zimmer Biomet ZBH Stock Holding History

Elm 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 Q1	–	Sell	-399	Closed	-$60K	–	267
2020 Q4	$60K	Buy	+399	New	+$56.4K	0.04%	154
2018 Q4	–	Sell	-597	Closed	-$76K	–	280
2018 Q3	$76K	Buy	+597	New	+$71K	0.05%	134

Other funds holding ZBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Elm Advisors's ZBH Position: Q1 2021 in Review

Elm Advisors sold out of Zimmer Biomet (ZBH) in Q1 2021, closing a stake of 399 shares — an estimated $60K sold.

Elm Advisors first reported a position in ZBH in Q3 2018 and held it in 2 quarters. The position peaked at $76K in Q3 2018. 1,029 funds tracked by Wall St. Rank hold ZBH as of Q1 2021.

Elm Advisors reported no remaining Zimmer Biomet position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 399 Zimmer Biomet shares in Q1 2021, an estimated $60K.
Elm Advisors first reported a position in Zimmer Biomet in Q3 2018 and held it in 2 quarters.
Elm Advisors's Zimmer Biomet position peaked at $76K in Q3 2018.
1,029 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.