Lee Financial’s Zoetis ZTS Stock Holding History

Lee Financial’s Portfolio ZTS Stock Details ZTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,024	Closed	-$200K	–	188
2024 Q3	$200K	Sell	1,024 -152	-13%	-$28K	0.03%	173
2024 Q2	$204K	Buy	+1,176	New	+$196K	0.03%	143
2024 Q1	–	Sell	-266	Closed	-$52.5K	–	846
2023 Q4	$52.5K	Sell	266 -6	-2%	-$1.06K	0.01%	231
2023 Q3	$47.3K	Buy	272 +200	+278%	+$36.3K	0.01%	225
2023 Q2	$12.4K	Hold	72	–	–	﹤0.01%	377
2023 Q1	$12K	Buy	72 +7	+11%	+$1.15K	﹤0.01%	386
2022 Q4	$9.53K	Hold	65	–	–	﹤0.01%	475
2022 Q3	$10K	Buy	65 +1	+2%	+$167	﹤0.01%	444
2022 Q2	$11K	Buy	64 +54	+540%	+$9.34K	﹤0.01%	439
2022 Q1	$2K	Buy	+10	New	+$1.98K	﹤0.01%	695
2018 Q3	–	Sell	-262	Closed	-$22K	–	745
2018 Q2	$22K	Hold	262	–	–	0.01%	338
2018 Q1	$22K	Sell	262 -132	-34%	-$10.4K	0.01%	340
2017 Q4	$28K	Buy	394 +362	+1,131%	+$24.9K	0.01%	228
2017 Q3	$2K	Hold	32	–	–	﹤0.01%	456
2017 Q2	$2K	Buy	+32	New	+$1.89K	﹤0.01%	474

Other funds holding ZTS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

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

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return