Financial Partners Capital Management’s Zimmer Biomet ZBH Stock Holding History

Financial Partners Capital 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 Q4	$11.1M	Sell	87,042 -397	-0.5%	-$46.1K	2.47%	13
2022 Q3	$9.14M	Buy	87,439 +379	+0.4%	+$41.6K	2.16%	15
2022 Q2	$9.15M	Buy	87,060 +403	+0.5%	+$47.8K	1.97%	17
2022 Q1	$11.1M	Sell	86,657 -2,051	-2%	-$247K	2.06%	18
2021 Q4	$10.9M	Buy	88,708 +1,774	+2%	+$232K	1.94%	18
2021 Q3	$12.4M	Buy	86,934 +2,099	+2%	+$309K	2.26%	15
2021 Q2	$13.2M	Buy	84,835 +1,538	+2%	+$249K	2.43%	14
2021 Q1	$12.9M	Buy	83,297 +5,410	+7%	+$838K	2.62%	13
2020 Q4	$11.7M	Buy	77,887 +488	+0.6%	+$68.9K	2.66%	14
2020 Q3	$10.2M	Buy	77,399 +789	+1%	+$103K	2.72%	13
2020 Q2	$8.88M	Sell	76,610 -1,501	-2%	-$173K	2.56%	13
2020 Q1	$7.67M	Buy	+78,111	New	+$10.2M	2.45%	17
2018 Q4	$6.28M	Buy	62,353 +6,253	+11%	+$703K	2.07%	23
2018 Q3	$7.16M	Buy	56,100 +1,196	+2%	+$142K	2.03%	22
2018 Q2	$5.94M	Buy	+54,904	New	+$5.98M	1.81%	25

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Financial Partners Capital Management's ZBH Position: Q4 2022 in Review

Financial Partners Capital Management reduced its Zimmer Biomet (ZBH) stake by 0.45% in Q4 2022, selling an estimated $46.1K and leaving 87,042 shares worth $11.1M. The position accounts for 2.47% of the portfolio, ranked #13.

Financial Partners Capital Management first reported a position in ZBH in Q2 2018 and has held it in 15 quarters since. The position peaked at $13.2M in Q2 2021. 977 funds tracked by Wall St. Rank hold ZBH as of Q4 2022.

Financial Partners Capital Management held 87,042 shares of Zimmer Biomet worth $11.1M as of Q4 2022.
Financial Partners Capital Management sold 397 Zimmer Biomet shares in Q4 2022, an estimated $46.1K.
Zimmer Biomet made up 2.47% of Financial Partners Capital Management's portfolio in Q4 2022, its #13 holding.
Financial Partners Capital Management first reported a position in Zimmer Biomet in Q2 2018 and has held it in 15 quarters since.
Financial Partners Capital Management's Zimmer Biomet position peaked at $13.2M in Q2 2021.
977 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.