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Homrich & Berg’s Zimmer Biomet ZBH Stock Holding History

Homrich & Berg’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
Q3 		$235K Sell
1,653
-229
-12% -$33.7K 0.01% 409
2021
Q2 		$294K Sell
1,882
-219
-10% -$35.5K 0.01% 372
2021
Q1 		$327K Buy
2,101
+422
+25% +$65.4K 0.01% 321
2020
Q4 		$251K Buy
1,679
+15
+0.9% +$2.12K 0.01% 353
2020
Q3 		$220K Buy
+1,664
New +$217K 0.01% 305

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Homrich & Berg's ZBH Position: Q3 2021 in Review

Homrich & Berg reduced its Zimmer Biomet (ZBH) stake by 12% in Q3 2021, selling an estimated $33.7K and leaving 1,653 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #409.

Homrich & Berg first reported a position in ZBH in Q3 2020 and has held it in 5 quarters since. The position peaked at $327K in Q1 2021. 983 funds tracked by Wall St. Rank hold ZBH as of Q3 2021.

  • Homrich & Berg held 1,653 shares of Zimmer Biomet worth $235K as of Q3 2021.
  • Homrich & Berg sold 229 Zimmer Biomet shares in Q3 2021, an estimated $33.7K.
  • Zimmer Biomet made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #409 holding.
  • Homrich & Berg first reported a position in Zimmer Biomet in Q3 2020 and has held it in 5 quarters since.
  • Homrich & Berg's Zimmer Biomet position peaked at $327K in Q1 2021.
  • 983 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.