FormulaFolio Investments’s Zimmer Biomet ZBH Stock Holding History

FormulaFolio Investments’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 Q2	$1K	Hold	5	–	–	﹤0.01%	492
2021 Q1	$1K	Sell	5 -4,537	-100%	-$703K	﹤0.01%	462
2020 Q4	$680K	Buy	+4,542	New	+$642K	0.01%	391
2019 Q1	–	Sell	-7,121	Closed	-$909K	–	402
2018 Q4	$909K	Hold	7,121	–	–	0.04%	145
2018 Q3	$909K	Sell	7,121 -144	-2%	-$17.1K	0.04%	144
2018 Q2	$786K	Buy	+7,265	New	+$791K	0.04%	154

Other funds holding ZBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

FormulaFolio Investments's ZBH Position: Q2 2021 in Review

FormulaFolio Investments held its Zimmer Biomet (ZBH) position steady in Q2 2021 at 5 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

FormulaFolio Investments first reported a position in ZBH in Q2 2018 and has held it in 6 quarters since. The position peaked at $909K in Q4 2018. 1,018 funds tracked by Wall St. Rank hold ZBH as of Q2 2021.

FormulaFolio Investments held 5 shares of Zimmer Biomet worth $1K as of Q2 2021.
FormulaFolio Investments left its Zimmer Biomet share count unchanged in Q2 2021.
Zimmer Biomet made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #492 holding.
FormulaFolio Investments first reported a position in Zimmer Biomet in Q2 2018 and has held it in 6 quarters since.
FormulaFolio Investments's Zimmer Biomet position peaked at $909K in Q4 2018.
1,018 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.