Hall Private Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Hall Private 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
2023 Q2	–	Sell	-5,233	Closed	-$676K	–	52
2023 Q1	$676K	Sell	5,233 -592	-10%	-$74.3K	0.35%	38
2022 Q4	$743K	Sell	5,825 -2,431	-29%	-$282K	0.42%	32
2022 Q3	$863K	Sell	8,256 -2,553	-24%	-$280K	0.5%	28
2022 Q2	$1.14M	Sell	10,809 -9,405	-47%	-$1.12M	0.64%	28
2022 Q1	$2.58M	Buy	20,214 +1,306	+7%	+$157K	1.38%	19
2021 Q4	$2.33M	Buy	18,908 +1,906	+11%	+$249K	1.45%	18
2021 Q3	$2.42M	Buy	+17,002	New	+$2.5M	1.54%	21

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Hall Private Wealth Advisors's ZBH Position: Q2 2023 in Review

Hall Private Wealth Advisors sold out of Zimmer Biomet (ZBH) in Q2 2023, closing a stake of 5,233 shares — an estimated $676K sold.

Hall Private Wealth Advisors first reported a position in ZBH in Q3 2021 and held it in 7 quarters. The position peaked at $2.58M in Q1 2022. 1,031 funds tracked by Wall St. Rank hold ZBH as of Q2 2023.

Hall Private Wealth Advisors reported no remaining Zimmer Biomet position as of Q2 2023 after selling out during the quarter.
Hall Private Wealth Advisors sold 5,233 Zimmer Biomet shares in Q2 2023, an estimated $676K.
Hall Private Wealth Advisors first reported a position in Zimmer Biomet in Q3 2021 and held it in 7 quarters.
Hall Private Wealth Advisors's Zimmer Biomet position peaked at $2.58M in Q1 2022.
1,031 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.