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Herold Advisors’s Zimmer Biomet ZBH Stock Holding History

Herold 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
Q2 		– Sell
-280
Closed -$35.8K – 693
2022
Q1 		$35.8K Buy
+280
New +$33.8K 0.01% 422
2021
Q4 		– Sell
-288
Closed -$40K – 668
2021
Q3 		$40K Buy
+288
New +$42.4K 0.02% 409

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Herold Advisors's ZBH Position: Q2 2022 in Review

Herold Advisors sold out of Zimmer Biomet (ZBH) in Q2 2022, closing a stake of 280 shares — an estimated $35.8K sold.

Herold Advisors first reported a position in ZBH in Q3 2021 and held it in 2 quarters. The position peaked at $40K in Q3 2021. 956 funds tracked by Wall St. Rank hold ZBH as of Q2 2022.

  • Herold Advisors reported no remaining Zimmer Biomet position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 280 Zimmer Biomet shares in Q2 2022, an estimated $35.8K.
  • Herold Advisors first reported a position in Zimmer Biomet in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Zimmer Biomet position peaked at $40K in Q3 2021.
  • 956 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.