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Laidlaw Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Laidlaw 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
2021
Q2 		– Sell
-1,427
Closed -$222K – 277
2021
Q1 		$222K Buy
+1,427
New +$221K 0.08% 196

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Capital Research Global Investors
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Laidlaw Wealth Management's ZBH Position: Q2 2021 in Review

Laidlaw Wealth Management sold out of Zimmer Biomet (ZBH) in Q2 2021, closing a stake of 1,427 shares — an estimated $222K sold.

Laidlaw Wealth Management first reported a position in ZBH in Q1 2021 and held it in 1 quarter. The position peaked at $222K in Q1 2021. 1,018 funds tracked by Wall St. Rank hold ZBH as of Q2 2021.

  • Laidlaw Wealth Management reported no remaining Zimmer Biomet position as of Q2 2021 after selling out during the quarter.
  • Laidlaw Wealth Management sold 1,427 Zimmer Biomet shares in Q2 2021, an estimated $222K.
  • Laidlaw Wealth Management first reported a position in Zimmer Biomet in Q1 2021 and held it in 1 quarter.
  • Laidlaw Wealth Management's Zimmer Biomet position peaked at $222K in Q1 2021.
  • 1,018 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2021.

Based on Laidlaw Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.