FA
ZBH icon

FMA Advisory’s Zimmer Biomet ZBH Stock Holding History

FMA Advisory’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 		$335K Sell
2,356
-152
-6% -$22.4K 0.12% 121
2021
Q2 		$392K Sell
2,508
-51
-2% -$8.26K 0.15% 109
2021
Q1 		$398K Sell
2,559
-219
-8% -$33.9K 0.12% 143
2020
Q4 		$416K Buy
2,778
+2
+0.1% +$282 0.14% 139
2020
Q3 		$367K Buy
2,776
+2
+0.1% +$261 0.15% 130
2020
Q2 		$321K Buy
2,774
+3
+0.1% +$346 0.14% 130
2020
Q1 		$272K Buy
2,771
+2
+0.1% +$262 0.15% 127
2019
Q4 		$402K Buy
2,769
+2
+0.1% +$276 0.16% 122
2019
Q3 		$369K Buy
2,767
+2
+0.1% +$258 0.16% 125
2019
Q2 		$316K Buy
2,765
+4
+0.1% +$468 0.14% 128
2019
Q1 		$342K Buy
2,761
+2
+0.1% +$227 0.16% 126
2018
Q4 		$278K Sell
2,759
-447
-14% -$50.3K 0.14% 130
2018
Q3 		$409K Buy
3,206
+2
+0.1% +$238 0.18% 115
2018
Q2 		$347K Buy
3,204
+2
+0.1% +$218 0.16% 125
2018
Q1 		$339K Buy
3,202
+3
+0.1% +$348 0.17% 123
2017
Q4 		$375K Sell
3,199
-60
-2% -$6.79K 0.18% 121
2017
Q3 		$370K Sell
3,259
-101
-3% -$11.7K 0.22% 104
2017
Q2 		$419 Sell
3,360
-275
-8% -$32.6K 0.22% 86
2017
Q1 		$431K Buy
+3,635
New +$412K 0.22% 104
2015
Q2 		$441K Buy
+4,160
New +$460K 0.28% 85
2014
Q4 		$1.8M Buy
16,383
+606
+4% +$63.9K 0.63% 60
2014
Q3 		$1.54M Sell
15,777
-126
-0.8% -$12.4K 0.57% 70
2014
Q2 		$1.6M Buy
15,903
+240
+2% +$23.4K 0.59% 68
2014
Q1 		$1.44M Buy
15,663
+61
+0.4% +$5.62K 0.56% 70
2013
Q4 		$1.41M Buy
15,602
+4
+0% +$346 0.58% 68
2013
Q3 		$1.24M Sell
15,598
-1,164
-7% -$91.6K 0.5% 71
2013
Q2 		$1.22M Buy
+16,762
New +$1.25M 0.52% 66

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

FMA Advisory's ZBH Position: Q3 2021 in Review

FMA Advisory reduced its Zimmer Biomet (ZBH) stake by 6.1% in Q3 2021, selling an estimated $22.4K and leaving 2,356 shares worth $335K. The position accounts for 0.12% of the portfolio, ranked #121.

FMA Advisory first reported a position in ZBH in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.8M in Q4 2014. 982 funds tracked by Wall St. Rank hold ZBH as of Q3 2021.

  • FMA Advisory held 2,356 shares of Zimmer Biomet worth $335K as of Q3 2021.
  • FMA Advisory sold 152 Zimmer Biomet shares in Q3 2021, an estimated $22.4K.
  • Zimmer Biomet made up 0.12% of FMA Advisory's portfolio in Q3 2021, its #121 holding.
  • FMA Advisory first reported a position in Zimmer Biomet in Q2 2013 and has held it in 27 quarters since.
  • FMA Advisory's Zimmer Biomet position peaked at $1.8M in Q4 2014.
  • 982 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2021.

Based on FMA Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.