Haverford Financial Services’s Zimmer Biomet ZBH Stock Holding History

Haverford Financial Services’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 Q1	–	Sell	-4,444	Closed	-$548K	–	72
2021 Q4	$548K	Sell	4,444 -3,698	-45%	-$484K	0.12%	60
2021 Q3	$1.16M	Hold	8,142	–	–	0.28%	42
2021 Q2	$1.27M	Hold	8,142	–	–	0.31%	38
2021 Q1	$1.26M	Hold	8,142	–	–	0.33%	40
2020 Q4	$1.22M	Hold	8,142	–	–	0.33%	35
2020 Q3	$1.08M	Hold	8,142	–	–	0.33%	36
2020 Q2	$944K	Buy	+8,142	New	+$938K	0.32%	37
2019 Q1	–	Sell	-2,235	Closed	-$225K	–	70
2018 Q4	$225K	Sell	2,235 -2,730	-55%	-$307K	0.09%	62
2018 Q3	$634K	Hold	4,965	–	–	0.22%	45
2018 Q2	$537K	Hold	4,965	–	–	0.2%	48
2018 Q1	$526K	Buy	+4,965	New	+$577K	0.2%	47

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

Haverford Financial Services's ZBH Position: Q1 2022 in Review

Haverford Financial Services sold out of Zimmer Biomet (ZBH) in Q1 2022, closing a stake of 4,444 shares — an estimated $548K sold.

Haverford Financial Services first reported a position in ZBH in Q1 2018 and held it in 11 quarters. The position peaked at $1.27M in Q2 2021. 977 funds tracked by Wall St. Rank hold ZBH as of Q1 2022.

Haverford Financial Services reported no remaining Zimmer Biomet position as of Q1 2022 after selling out during the quarter.
Haverford Financial Services sold 4,444 Zimmer Biomet shares in Q1 2022, an estimated $548K.
Haverford Financial Services first reported a position in Zimmer Biomet in Q1 2018 and held it in 11 quarters.
Haverford Financial Services's Zimmer Biomet position peaked at $1.27M in Q2 2021.
977 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2022.

Based on Haverford Financial Services's 13F filing for Q1 2022, filed 2 May 2022.