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Hennion & Walsh Asset Management’s Zimmer Biomet ZBH Stock Holding History

Hennion & Walsh Asset Management’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
Q4 		– Sell
-4,231
Closed -$601K – 791
2021
Q3 		$601K Sell
4,231
-355
-8% -$52.2K 0.03% 466
2021
Q2 		$716K Sell
4,586
-38
-0.8% -$6.16K 0.04% 438
2021
Q1 		$719K Buy
+4,624
New +$716K 0.04% 429

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Hennion & Walsh Asset Management's ZBH Position: Q4 2021 in Review

Hennion & Walsh Asset Management sold out of Zimmer Biomet (ZBH) in Q4 2021, closing a stake of 4,231 shares — an estimated $601K sold.

Hennion & Walsh Asset Management first reported a position in ZBH in Q1 2021 and held it in 3 quarters. The position peaked at $719K in Q1 2021. 998 funds tracked by Wall St. Rank hold ZBH as of Q4 2021.

  • Hennion & Walsh Asset Management reported no remaining Zimmer Biomet position as of Q4 2021 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 4,231 Zimmer Biomet shares in Q4 2021, an estimated $601K.
  • Hennion & Walsh Asset Management first reported a position in Zimmer Biomet in Q1 2021 and held it in 3 quarters.
  • Hennion & Walsh Asset Management's Zimmer Biomet position peaked at $719K in Q1 2021.
  • 998 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2021.

Based on Hennion & Walsh Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.