EWA
ZBH icon

Evolution Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Evolution 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
2021
Q4 		– Sell
-348
Closed -$49K – 642
2021
Q3 		$49K Buy
348
+174
+100% +$25.6K 0.01% 216
2021
Q2 		$27K Buy
174
+42
+32% +$6.8K 0.01% 272
2021
Q1 		$20K Buy
+132
New +$20.4K ﹤0.01% 297
2020
Q4 		– Sell
-708
Closed -$94K – 642
2020
Q3 		$94K Buy
+708
New +$92.5K 0.03% 147
2020
Q1 		– Sell
-261
Closed -$38K – 659
2019
Q4 		$38K Buy
261
+231
+770% +$31.9K 0.01% 174
2019
Q3 		$4K Hold
30
– – ﹤0.01% 333
2019
Q2 		$3K Buy
+30
New +$3.51K ﹤0.01% 372

Other funds holding ZBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Evolution Wealth Advisors's ZBH Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Zimmer Biomet (ZBH) in Q4 2021, closing a stake of 348 shares — an estimated $49K sold.

Evolution Wealth Advisors first reported a position in ZBH in Q2 2019 and held it in 7 quarters. The position peaked at $94K in Q3 2020. 998 funds tracked by Wall St. Rank hold ZBH as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Zimmer Biomet position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 348 Zimmer Biomet shares in Q4 2021, an estimated $49K.
  • Evolution Wealth Advisors first reported a position in Zimmer Biomet in Q2 2019 and held it in 7 quarters.
  • Evolution Wealth Advisors's Zimmer Biomet position peaked at $94K in Q3 2020.
  • 998 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.