HCR Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

HCR 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
2022 Q1	–	Sell	-21,518	Closed	-$2.65M	–	210
2021 Q4	$2.65M	Buy	21,518 +1,227	+6%	+$161K	0.41%	56
2021 Q3	$2.88M	Buy	20,291 +2,243	+12%	+$330K	0.48%	50
2021 Q2	$2.82M	Buy	18,048 +843	+5%	+$137K	0.49%	43
2021 Q1	$2.67M	Buy	17,205 +12,740	+285%	+$1.97M	0.53%	40
2020 Q4	$668K	Buy	+4,465	New	+$631K	0.14%	103

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

HCR Wealth Advisors's ZBH Position: Q1 2022 in Review

HCR Wealth Advisors sold out of Zimmer Biomet (ZBH) in Q1 2022, closing a stake of 21,518 shares — an estimated $2.65M sold.

HCR Wealth Advisors first reported a position in ZBH in Q4 2020 and held it in 5 quarters. The position peaked at $2.88M in Q3 2021. 977 funds tracked by Wall St. Rank hold ZBH as of Q1 2022.

HCR Wealth Advisors reported no remaining Zimmer Biomet position as of Q1 2022 after selling out during the quarter.
HCR Wealth Advisors sold 21,518 Zimmer Biomet shares in Q1 2022, an estimated $2.65M.
HCR Wealth Advisors first reported a position in Zimmer Biomet in Q4 2020 and held it in 5 quarters.
HCR Wealth Advisors's Zimmer Biomet position peaked at $2.88M in Q3 2021.
977 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2022.

Based on HCR Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.