Jupiter Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Jupiter 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
2022 Q4	–	Sell	-7,500	Closed	-$784K	–	65
2022 Q3	$784K	Hold	7,500	–	–	0.79%	33
2022 Q2	$787K	Sell	7,500 -4,000	-35%	-$475K	0.72%	34
2022 Q1	$1.47M	Buy	11,500 +8,410	+272%	+$1.01M	0.92%	29
2021 Q4	$381K	Buy	+3,090	New	+$404K	0.2%	68

Other funds holding ZBH

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

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

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

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

Jupiter Wealth Management's ZBH Position: Q4 2022 in Review

Jupiter Wealth Management sold out of Zimmer Biomet (ZBH) in Q4 2022, closing a stake of 7,500 shares — an estimated $784K sold.

Jupiter Wealth Management first reported a position in ZBH in Q4 2021 and held it in 4 quarters. The position peaked at $1.47M in Q1 2022. 978 funds tracked by Wall St. Rank hold ZBH as of Q4 2022.

Jupiter Wealth Management reported no remaining Zimmer Biomet position as of Q4 2022 after selling out during the quarter.
Jupiter Wealth Management sold 7,500 Zimmer Biomet shares in Q4 2022, an estimated $784K.
Jupiter Wealth Management first reported a position in Zimmer Biomet in Q4 2021 and held it in 4 quarters.
Jupiter Wealth Management's Zimmer Biomet position peaked at $1.47M in Q1 2022.
978 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2022.

Based on Jupiter Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.