Hudson Value Partners’s Zimmer Biomet ZBH Stock Holding History

Hudson Value Partners’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
2023 Q1	–	Sell	-7,425	Closed	-$947K	–	108
2022 Q4	$947K	Buy	7,425 +75	+1%	+$8.7K	0.58%	52
2022 Q3	$768K	Sell	7,350 -50	-0.7%	-$5.49K	0.52%	57
2022 Q2	$777K	Sell	7,400 -3,055	-29%	-$362K	0.49%	55
2022 Q1	$1.34M	Buy	10,455 +485	+5%	+$58.5K	0.69%	44
2021 Q4	$1.23M	Buy	9,970 +2,750	+38%	+$360K	0.6%	53
2021 Q3	$1.03M	Buy	7,220 +597	+9%	+$87.8K	0.56%	59
2021 Q2	$1.03M	Sell	6,623 -17	-0.3%	-$2.75K	0.57%	60
2021 Q1	$1.03M	Buy	6,640 +4	+0.1%	+$620	0.62%	54
2020 Q4	$981K	Buy	+6,636	New	+$937K	0.66%	49

Other funds holding ZBH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hudson Value Partners's ZBH Position: Q1 2023 in Review

Hudson Value Partners sold out of Zimmer Biomet (ZBH) in Q1 2023, closing a stake of 7,425 shares — an estimated $947K sold.

Hudson Value Partners first reported a position in ZBH in Q4 2020 and held it in 9 quarters. The position peaked at $1.34M in Q1 2022. 993 funds tracked by Wall St. Rank hold ZBH as of Q1 2023.

Hudson Value Partners reported no remaining Zimmer Biomet position as of Q1 2023 after selling out during the quarter.
Hudson Value Partners sold 7,425 Zimmer Biomet shares in Q1 2023, an estimated $947K.
Hudson Value Partners first reported a position in Zimmer Biomet in Q4 2020 and held it in 9 quarters.
Hudson Value Partners's Zimmer Biomet position peaked at $1.34M in Q1 2022.
993 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2023.

Based on Hudson Value Partners's 13F filing for Q1 2023, filed 9 May 2023.