Heritage Financial Services’s Zimmer Biomet ZBH Stock Holding History

Heritage 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 Q3	–	Sell	-7	Closed	–	–	522
2022 Q2	$0	Buy	+7	New	+$830	﹤0.01%	545

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Heritage Financial Services's ZBH Position: Q3 2022 in Review

Heritage Financial Services sold out of Zimmer Biomet (ZBH) in Q3 2022, closing a stake of 7 shares.

Heritage Financial Services first reported a position in ZBH in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 919 funds tracked by Wall St. Rank hold ZBH as of Q3 2022.

Heritage Financial Services reported no remaining Zimmer Biomet position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 7 Zimmer Biomet shares in Q3 2022.
Heritage Financial Services first reported a position in Zimmer Biomet in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's Zimmer Biomet position peaked at $0 in Q2 2022.
919 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.