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McElhenny Sheffield Capital Management’s Zimmer Biomet ZBH Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-1,000
Closed -$128K – 637
2022
Q4 		$128K Buy
+1,000
New +$116K 0.06% 111

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State Street
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American Century Companies
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Invesco
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Primecap Management
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Dodge & Cox
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McElhenny Sheffield Capital Management's ZBH Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Zimmer Biomet (ZBH) in Q1 2023, closing a stake of 1,000 shares — an estimated $128K sold.

McElhenny Sheffield Capital Management first reported a position in ZBH in Q4 2022 and held it in 1 quarter. The position peaked at $128K in Q4 2022. 993 funds tracked by Wall St. Rank hold ZBH as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Zimmer Biomet position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 1,000 Zimmer Biomet shares in Q1 2023, an estimated $128K.
  • McElhenny Sheffield Capital Management first reported a position in Zimmer Biomet in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Zimmer Biomet position peaked at $128K in Q4 2022.
  • 993 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.