IFAM
ZEPP

Institutional & Family Asset Management’s Zepp Health ZEPP Stock Holding History

Institutional & Family Asset Management’s Portfolio ZEPP Stock Details ZEPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-500
Closed -$23K – 984
2021
Q2 		$23K Hold
500
– – ﹤0.01% 461
2021
Q1 		$22K Buy
+500
New +$29.1K ﹤0.01% 481

Other funds holding ZEPP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FC
Franchise Capital Grand Cayman, Cayman Islands $230M AUM 49.93% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Institutional & Family Asset Management's ZEPP Position: Q3 2021 in Review

Institutional & Family Asset Management sold out of Zepp Health (ZEPP) in Q3 2021, closing a stake of 500 shares — an estimated $23K sold.

Institutional & Family Asset Management first reported a position in ZEPP in Q1 2021 and held it in 2 quarters. The position peaked at $23K in Q2 2021. 51 funds tracked by Wall St. Rank hold ZEPP as of Q3 2021.

  • Institutional & Family Asset Management reported no remaining Zepp Health position as of Q3 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 500 Zepp Health shares in Q3 2021, an estimated $23K.
  • Institutional & Family Asset Management first reported a position in Zepp Health in Q1 2021 and held it in 2 quarters.
  • Institutional & Family Asset Management's Zepp Health position peaked at $23K in Q2 2021.
  • 51 funds tracked by Wall St. Rank held Zepp Health as of Q3 2021.

Based on Institutional & Family Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.