Enlightenment Research’s Zimmer Biomet ZBH Stock Holding History

Enlightenment Research’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 Q3	–	Sell	-1,957	Closed	-$306K	–	216
2021 Q2	$306K	Buy	+1,957	New	+$317K	0.39%	84
2020 Q2	–	Sell	-1,577	Closed	-$208K	–	204
2020 Q1	$208K	Buy	+1,577	New	+$207K	0.22%	145
2019 Q3	–	Sell	-2,060	Closed	-$235K	–	290
2019 Q2	$235K	Buy	2,060 +412	+25%	+$48.3K	0.12%	219
2019 Q1	$204K	Buy	1,648 +103	+7%	+$11.7K	0.4%	83
2018 Q4	$156K	Buy	+1,545	New	+$174K	0.19%	115

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Enlightenment Research's ZBH Position: Q3 2021 in Review

Enlightenment Research sold out of Zimmer Biomet (ZBH) in Q3 2021, closing a stake of 1,957 shares — an estimated $306K sold.

Enlightenment Research first reported a position in ZBH in Q4 2018 and held it in 5 quarters. The position peaked at $306K in Q2 2021. 982 funds tracked by Wall St. Rank hold ZBH as of Q3 2021.

Enlightenment Research reported no remaining Zimmer Biomet position as of Q3 2021 after selling out during the quarter.
Enlightenment Research sold 1,957 Zimmer Biomet shares in Q3 2021, an estimated $306K.
Enlightenment Research first reported a position in Zimmer Biomet in Q4 2018 and held it in 5 quarters.
Enlightenment Research's Zimmer Biomet position peaked at $306K in Q2 2021.
982 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2021.

Based on Enlightenment Research's 13F filing for Q3 2021, filed 15 Nov 2021.