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Evoke Wealth’s Zimmer Biomet ZBH Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-258
Closed -$27K – 1167
2022
Q3 		$27K Buy
258
+3
+1% +$329 ﹤0.01% 600
2022
Q2 		$27K Buy
255
+6
+2% +$712 ﹤0.01% 610
2022
Q1 		$32K Buy
249
+16
+7% +$1.93K ﹤0.01% 584
2021
Q4 		$29K Hold
233
– – ﹤0.01% 617
2021
Q3 		$33K Sell
233
-11
-5% -$1.62K ﹤0.01% 563
2021
Q2 		$38K Buy
244
+11
+5% +$1.78K ﹤0.01% 557
2021
Q1 		$36K Hold
233
– – ﹤0.01% 495
2020
Q4 		$35K Hold
233
– – ﹤0.01% 417
2020
Q3 		$31K Sell
233
-259
-53% -$33.8K ﹤0.01% 426
2020
Q2 		$57K Buy
492
+251
+104% +$28.9K 0.01% 336
2020
Q1 		$23.7K Sell
241
-45
-16% -$5.9K ﹤0.01% 418
2019
Q4 		$41.7K Buy
286
+8
+3% +$1.1K 0.01% 452
2019
Q3 		$37.1K Buy
+278
New +$35.9K ﹤0.01% 519

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Evoke Wealth's ZBH Position: Q4 2022 in Review

Evoke Wealth sold out of Zimmer Biomet (ZBH) in Q4 2022, closing a stake of 258 shares — an estimated $27K sold.

Evoke Wealth first reported a position in ZBH in Q3 2019 and held it in 13 quarters. The position peaked at $57K in Q2 2020. 977 funds tracked by Wall St. Rank hold ZBH as of Q4 2022.

  • Evoke Wealth reported no remaining Zimmer Biomet position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 258 Zimmer Biomet shares in Q4 2022, an estimated $27K.
  • Evoke Wealth first reported a position in Zimmer Biomet in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Zimmer Biomet position peaked at $57K in Q2 2020.
  • 977 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.