Lenox Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Lenox Wealth 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	$11K	Buy	86 +45	+110%	+$5.42K	﹤0.01%	475
2021 Q4	$5K	Hold	41	–	–	﹤0.01%	614
2021 Q3	$6K	Hold	41	–	–	﹤0.01%	538
2021 Q2	$6K	Buy	+41	New	+$6.64K	﹤0.01%	535
2020 Q3	–	Sell	-582	Closed	-$67K	–	659
2020 Q2	$67K	Hold	582	–	–	0.01%	131
2020 Q1	$57K	Hold	582	–	–	0.01%	125
2019 Q4	$85K	Hold	582	–	–	0.01%	126
2019 Q3	$78K	Hold	582	–	–	0.01%	126
2019 Q2	$67K	Buy	+582	New	+$68.2K	0.01%	131
2016 Q4	–	Sell	-206	Closed	-$26K	–	199
2016 Q3	$26K	Hold	206	–	–	0.01%	124
2016 Q2	$24K	Hold	206	–	–	0.01%	124
2016 Q1	$21K	Hold	206	–	–	0.01%	131
2015 Q4	$21K	Hold	206	–	–	0.01%	132
2015 Q3	$19K	Buy	+206	New	+$20.7K	0.01%	140
2015 Q2	–	Sell	-206	Closed	-$24K	–	334
2015 Q1	$24K	Hold	206	–	–	0.01%	114
2014 Q4	$23K	Hold	206	–	–	0.01%	124
2014 Q3	$20K	Hold	206	–	–	0.01%	127
2014 Q2	$21K	Hold	206	–	–	0.01%	103
2014 Q1	$19K	Sell	206 -103	-33%	-$9.49K	0.01%	101
2013 Q4	$28K	Buy	+309	New	+$26.7K	0.02%	95

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

Lenox Wealth Advisors's ZBH Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Zimmer Biomet (ZBH) stake by 110% in Q1 2022, buying an estimated $5.42K and bringing the position to 86 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Lenox Wealth Advisors first reported a position in ZBH in Q4 2013 and has held it in 20 quarters since. The position peaked at $85K in Q4 2019. 978 funds tracked by Wall St. Rank hold ZBH as of Q1 2022.

Lenox Wealth Advisors held 86 shares of Zimmer Biomet worth $11K as of Q1 2022.
Lenox Wealth Advisors bought 45 Zimmer Biomet shares in Q1 2022, an estimated $5.42K.
Zimmer Biomet made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #475 holding.
Lenox Wealth Advisors first reported a position in Zimmer Biomet in Q4 2013 and has held it in 20 quarters since.
Lenox Wealth Advisors's Zimmer Biomet position peaked at $85K in Q4 2019.
978 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.