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Next Financial Group’s Zimmer Biomet ZBH Stock Holding History

Next Financial Group’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 		$51K Sell
415
-195
-32% -$25.5K ﹤0.01% 1470
2021
Q3 		$87K Buy
610
+13
+2% +$1.91K 0.01% 1179
2021
Q2 		$93K Sell
597
-182
-23% -$29.5K 0.01% 1155
2021
Q1 		$121K Buy
779
+129
+20% +$20K 0.01% 949
2020
Q4 		$97K Sell
650
-121
-16% -$17.1K 0.01% 971
2020
Q3 		$102K Buy
+771
New +$101K 0.01% 850
2020
Q2 		– Sell
-3,338
Closed -$328K – 1922
2020
Q1 		$328K Buy
3,338
+1,077
+48% +$141K 0.04% 375
2019
Q4 		$329K Buy
2,261
+549
+32% +$75.8K 0.03% 490
2019
Q3 		$228K Buy
1,712
+259
+18% +$33.5K 0.02% 616
2019
Q2 		$166K Buy
1,453
+1,432
+6,819% +$168K 0.02% 741
2019
Q1 		$3K Sell
21
-384
-95% -$43.6K ﹤0.01% 1407
2018
Q4 		$41K Buy
405
+384
+1,829% +$43.2K 0.01% 864
2018
Q3 		$3K Buy
+21
New +$2.5K ﹤0.01% 1274
2017
Q4 		– Sell
-340
Closed -$40K – 1454
2017
Q3 		$40K Sell
340
-541
-61% -$62.5K 0.01% 769
2017
Q2 		$110K Sell
881
-15
-2% -$1.78K 0.03% 514
2017
Q1 		$104K Sell
896
-127
-12% -$14.4K 0.03% 482
2016
Q4 		$102K Buy
1,023
+83
+9% +$8.9K 0.02% 670
2016
Q3 		$119K Buy
940
+368
+64% +$45.5K 0.02% 604
2016
Q2 		$66K Buy
572
+26
+5% +$2.94K 0.02% 582
2016
Q1 		$56K Buy
546
+155
+40% +$15K 0.02% 596
2015
Q4 		$38K Buy
391
+231
+144% +$22.6K 0.01% 712
2015
Q3 		$14K Buy
160
+11
+7% +$1.1K 0.01% 1088
2015
Q2 		$15K Buy
149
+20
+16% +$2.21K 0.01% 1127
2015
Q1 		$14K Sell
129
-26
-17% -$2.97K ﹤0.01% 1139
2014
Q4 		$17K Sell
155
-364
-70% -$38.4K 0.01% 1044
2014
Q3 		$51K Buy
+519
New +$51K 0.01% 939

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

Next Financial Group's ZBH Position: Q4 2021 in Review

Next Financial Group reduced its Zimmer Biomet (ZBH) stake by 32% in Q4 2021, selling an estimated $25.5K and leaving 415 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Next Financial Group first reported a position in ZBH in Q3 2014 and has held it in 26 quarters since. The position peaked at $329K in Q4 2019. 998 funds tracked by Wall St. Rank hold ZBH as of Q4 2021.

  • Next Financial Group held 415 shares of Zimmer Biomet worth $51K as of Q4 2021.
  • Next Financial Group sold 195 Zimmer Biomet shares in Q4 2021, an estimated $25.5K.
  • Zimmer Biomet made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1470 holding.
  • Next Financial Group first reported a position in Zimmer Biomet in Q3 2014 and has held it in 26 quarters since.
  • Next Financial Group's Zimmer Biomet position peaked at $329K in Q4 2019.
  • 998 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.