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Jeppson Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Jeppson Wealth Management’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
2020
Q4 		– Sell
-321
Closed -$42K – 477
2020
Q3 		$42K Buy
+321
New +$41.9K 0.03% 239

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Jeppson Wealth Management's ZBH Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Zimmer Biomet (ZBH) in Q4 2020, closing a stake of 321 shares — an estimated $42K sold.

Jeppson Wealth Management first reported a position in ZBH in Q3 2020 and held it in 1 quarter. The position peaked at $42K in Q3 2020. 1,011 funds tracked by Wall St. Rank hold ZBH as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Zimmer Biomet position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 321 Zimmer Biomet shares in Q4 2020, an estimated $42K.
  • Jeppson Wealth Management first reported a position in Zimmer Biomet in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Zimmer Biomet position peaked at $42K in Q3 2020.
  • 1,011 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.