Isthmus Partners’s Zimmer Biomet ZBH Stock Holding History

Isthmus 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
2021 Q3	–	Sell	-317	Closed	-$50K	–	259
2021 Q2	$50K	Buy	+317	New	+$51.3K	0.01%	194
2018 Q3	–	Sell	-317	Closed	-$34K	–	290
2018 Q2	$34K	Hold	317	–	–	0.01%	192
2018 Q1	$34K	Hold	317	–	–	0.01%	191
2017 Q4	$37K	Hold	317	–	–	0.01%	188
2017 Q3	$36K	Hold	317	–	–	0.01%	191
2017 Q2	$40K	Hold	317	–	–	0.01%	190
2017 Q1	$38K	Hold	317	–	–	0.01%	190
2016 Q4	$32K	Sell	317 -347	-52%	-$37.2K	0.01%	202
2016 Q3	$82K	Hold	664	–	–	0.03%	157
2016 Q2	$78K	Hold	664	–	–	0.03%	157
2016 Q1	$69K	Sell	664 -665	-50%	-$64.3K	0.02%	162
2015 Q4	$127K	Buy	1,329 +665	+100%	+$65.1K	0.04%	140
2015 Q3	$61K	Hold	664	–	–	0.02%	172
2015 Q2	$70K	Hold	664	–	–	0.02%	168
2015 Q1	$76K	Sell	664 -52	-7%	-$5.93K	0.03%	161
2014 Q4	$79K	Buy	+716	New	+$75.5K	0.03%	162

Other funds holding ZBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Isthmus Partners's ZBH Position: Q3 2021 in Review

Isthmus Partners sold out of Zimmer Biomet (ZBH) in Q3 2021, closing a stake of 317 shares — an estimated $50K sold.

Isthmus Partners first reported a position in ZBH in Q4 2014 and held it in 16 quarters. The position peaked at $127K in Q4 2015. 982 funds tracked by Wall St. Rank hold ZBH as of Q3 2021.

Isthmus Partners reported no remaining Zimmer Biomet position as of Q3 2021 after selling out during the quarter.
Isthmus Partners sold 317 Zimmer Biomet shares in Q3 2021, an estimated $50K.
Isthmus Partners first reported a position in Zimmer Biomet in Q4 2014 and held it in 16 quarters.
Isthmus Partners's Zimmer Biomet position peaked at $127K in Q4 2015.
982 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2021.

Based on Isthmus Partners's 13F filing for Q3 2021, filed 10 Nov 2021.