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New England Research & Management’s Zimmer Biomet ZBH Stock Holding History

New England Research & 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
2021
Q4 		– Sell
-3,639
Closed -$517K – 193
2021
Q3 		$517K Buy
3,639
+1,347
+59% +$198K 0.27% 107
2021
Q2 		$358K Sell
2,292
-77
-3% -$12.5K 0.19% 132
2021
Q1 		$368K Buy
+2,369
New +$367K 0.2% 122
2016
Q1 		– Sell
-2,910
Closed -$290K – 176
2015
Q4 		$290K Sell
2,910
-386
-12% -$37.8K 0.25% 129
2015
Q3 		$301K Buy
+3,296
New +$330K 0.29% 123

Other funds holding ZBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

New England Research & Management's ZBH Position: Q4 2021 in Review

New England Research & Management sold out of Zimmer Biomet (ZBH) in Q4 2021, closing a stake of 3,639 shares — an estimated $517K sold.

New England Research & Management first reported a position in ZBH in Q3 2015 and held it in 5 quarters. The position peaked at $517K in Q3 2021. 998 funds tracked by Wall St. Rank hold ZBH as of Q4 2021.

  • New England Research & Management reported no remaining Zimmer Biomet position as of Q4 2021 after selling out during the quarter.
  • New England Research & Management sold 3,639 Zimmer Biomet shares in Q4 2021, an estimated $517K.
  • New England Research & Management first reported a position in Zimmer Biomet in Q3 2015 and held it in 5 quarters.
  • New England Research & Management's Zimmer Biomet position peaked at $517K in Q3 2021.
  • 998 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2021.

Based on New England Research & Management's 13F filing for Q4 2021, filed 5 Jan 2022.