Elmwood Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Elmwood Wealth Management’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 Q1	–	Sell	-13	Closed	-$2K	–	343
2021 Q4	$2K	Buy	+13	New	+$1.7K	﹤0.01%	351
2021 Q2	$2K	Buy	+13	New	+$2.11K	﹤0.01%	314

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

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

Elmwood Wealth Management's ZBH Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Zimmer Biomet (ZBH) in Q1 2022, closing a stake of 13 shares — an estimated $2K sold.

Elmwood Wealth Management first reported a position in ZBH in Q2 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 977 funds tracked by Wall St. Rank hold ZBH as of Q1 2022.

Elmwood Wealth Management reported no remaining Zimmer Biomet position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 13 Zimmer Biomet shares in Q1 2022, an estimated $2K.
Elmwood Wealth Management first reported a position in Zimmer Biomet in Q2 2021 and held it in 2 quarters.
Elmwood Wealth Management's Zimmer Biomet position peaked at $2K in Q4 2021.
977 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.