Legacy Advisors’s Zimmer Biomet ZBH Stock Holding History

Legacy Advisors’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	-3,395	Closed	-$419K	–	224
2021 Q4	$419K	Sell	3,395 -3	-0.1%	-$393	0.15%	82
2021 Q3	$483K	Buy	3,398 +3	+0.1%	+$441	0.19%	73
2021 Q2	$530K	Hold	3,395	–	–	0.22%	67
2021 Q1	$528K	Hold	3,395	–	–	0.23%	61
2020 Q4	$508K	Hold	3,395	–	–	0.29%	59
2020 Q3	$449K	Hold	3,395	–	–	0.3%	57
2020 Q2	$393K	Hold	3,395	–	–	0.31%	60
2020 Q1	$333K	Hold	3,395	–	–	0.33%	65
2019 Q4	$493K	Hold	3,395	–	–	0.31%	64
2019 Q3	$452K	Buy	3,395 +5	+0.1%	+$646	0.34%	62
2019 Q2	$387K	Sell	3,390 -3,375	-50%	-$395K	0.26%	71
2019 Q1	$838K	Buy	6,765 +3,389	+100%	+$385K	0.27%	73
2018 Q4	$340K	Buy	3,376 +7	+0.2%	+$787	0.26%	81
2018 Q3	$430K	Buy	3,369 +6	+0.2%	+$713	0.21%	97
2018 Q2	$364K	Buy	3,363 +6	+0.2%	+$653	0.27%	63
2018 Q1	$344K	Buy	3,357 +3,233	+2,607%	+$375K	0.25%	59
2017 Q4	$14K	Hold	124	–	–	0.01%	224
2017 Q3	$14K	Hold	124	–	–	0.02%	190
2017 Q2	$15K	Hold	124	–	–	0.02%	147
2017 Q1	$14K	Hold	124	–	–	0.02%	142
2016 Q4	$12K	Buy	+124	New	+$13.3K	0.02%	163

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

Legacy Advisors's ZBH Position: Q1 2022 in Review

Legacy Advisors sold out of Zimmer Biomet (ZBH) in Q1 2022, closing a stake of 3,395 shares — an estimated $419K sold.

Legacy Advisors first reported a position in ZBH in Q4 2016 and held it in 21 quarters. The position peaked at $838K in Q1 2019. 977 funds tracked by Wall St. Rank hold ZBH as of Q1 2022.

Legacy Advisors reported no remaining Zimmer Biomet position as of Q1 2022 after selling out during the quarter.
Legacy Advisors sold 3,395 Zimmer Biomet shares in Q1 2022, an estimated $419K.
Legacy Advisors first reported a position in Zimmer Biomet in Q4 2016 and held it in 21 quarters.
Legacy Advisors's Zimmer Biomet position peaked at $838K in Q1 2019.
977 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2022.

Based on Legacy Advisors's 13F filing for Q1 2022, filed 11 May 2022.