Lake Point Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Lake Point 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 Q2	–	Sell	-60	Closed	-$8K	–	524
2022 Q1	$8K	Buy	+60	New	+$7.23K	﹤0.01%	198
2019 Q1	–	Sell	-124	Closed	-$12K	–	878
2018 Q4	$12K	Buy	+124	New	+$13.9K	﹤0.01%	433

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

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

Lake Point Wealth Management's ZBH Position: Q2 2022 in Review

Lake Point Wealth Management sold out of Zimmer Biomet (ZBH) in Q2 2022, closing a stake of 60 shares — an estimated $8K sold.

Lake Point Wealth Management first reported a position in ZBH in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q4 2018. 956 funds tracked by Wall St. Rank hold ZBH as of Q2 2022.

Lake Point Wealth Management reported no remaining Zimmer Biomet position as of Q2 2022 after selling out during the quarter.
Lake Point Wealth Management sold 60 Zimmer Biomet shares in Q2 2022, an estimated $8K.
Lake Point Wealth Management first reported a position in Zimmer Biomet in Q4 2018 and held it in 2 quarters.
Lake Point Wealth Management's Zimmer Biomet position peaked at $12K in Q4 2018.
956 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.