ERTS Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

ERTS Wealth 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
2023 Q3	–	Sell	-1,428	Closed	-$208K	–	91
2023 Q2	$208K	Buy	+1,428	New	+$194K	0.05%	87
2021 Q3	–	Sell	-1,348	Closed	-$211K	–	92
2021 Q2	$211K	Hold	1,348	–	–	0.06%	84
2021 Q1	$210K	Hold	1,348	–	–	0.06%	84
2020 Q4	$202K	Buy	+1,348	New	+$190K	0.07%	77
2020 Q3	–	Sell	-1,863	Closed	-$216K	–	77
2020 Q2	$216K	Buy	+1,863	New	+$215K	0.09%	73
2020 Q1	–	Sell	-1,863	Closed	-$271K	–	98
2019 Q4	$271K	Hold	1,863	–	–	0.12%	72
2019 Q3	$248K	Hold	1,863	–	–	0.13%	72
2019 Q2	$213K	Hold	1,863	–	–	0.12%	79
2019 Q1	$231K	Sell	1,863 -618	-25%	-$70.2K	0.14%	76
2018 Q4	$250K	Buy	+2,481	New	+$279K	0.18%	63

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

ERTS Wealth Advisors's ZBH Position: Q3 2023 in Review

ERTS Wealth Advisors sold out of Zimmer Biomet (ZBH) in Q3 2023, closing a stake of 1,428 shares — an estimated $208K sold.

ERTS Wealth Advisors first reported a position in ZBH in Q4 2018 and held it in 10 quarters. The position peaked at $271K in Q4 2019. 1,016 funds tracked by Wall St. Rank hold ZBH as of Q3 2023.

ERTS Wealth Advisors reported no remaining Zimmer Biomet position as of Q3 2023 after selling out during the quarter.
ERTS Wealth Advisors sold 1,428 Zimmer Biomet shares in Q3 2023, an estimated $208K.
ERTS Wealth Advisors first reported a position in Zimmer Biomet in Q4 2018 and held it in 10 quarters.
ERTS Wealth Advisors's Zimmer Biomet position peaked at $271K in Q4 2019.
1,016 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2023.

Based on ERTS Wealth Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.