K2 Principal Fund’s Zimmer Biomet ZBH Stock Holding History

K2 Principal Fund’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 Q1	–	Sell	-15,450	Closed	-$1.91M	–	363
2021 Q4	$1.91M	Buy	+15,450	New	+$2.02M	0.13%	140

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

K2 Principal Fund's ZBH Position: Q4 2021 in Review

K2 Principal Fund sold out of Zimmer Biomet (ZBH) in Q4 2021, closing a stake of 11,536 shares — an estimated $1.51M sold.

K2 Principal Fund first reported a position in ZBH in Q3 2020 and held it in 5 quarters. The position peaked at $1.64M in Q3 2021. 998 funds tracked by Wall St. Rank hold ZBH as of Q4 2021.

K2 Principal Fund reported no remaining Zimmer Biomet position as of Q4 2021 after selling out during the quarter.
K2 Principal Fund sold 11,536 Zimmer Biomet shares in Q4 2021, an estimated $1.51M.
K2 Principal Fund first reported a position in Zimmer Biomet in Q3 2020 and held it in 5 quarters.
K2 Principal Fund's Zimmer Biomet position peaked at $1.64M in Q3 2021.
998 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2021.

Based on K2 Principal Fund's 13F filing for Q4 2021, filed 11 Feb 2022.