Nikulski Financial’s Zimmer Biomet ZBH Stock Holding History

Nikulski Financial’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 Q3	–	Sell	-1,730	Closed	-$252K	–	134
2023 Q2	$252K	Sell	1,730 -300	-15%	-$40.8K	0.1%	112
2023 Q1	$262K	Hold	2,030	–	–	0.12%	113
2022 Q4	$259K	Sell	2,030 -100	-5%	-$11.6K	0.12%	107
2022 Q3	$223K	Hold	2,130	–	–	0.12%	114
2022 Q2	$224K	Hold	2,130	–	–	0.11%	117
2022 Q1	$272K	Sell	2,130 -569	-21%	-$68.6K	0.12%	109
2021 Q4	$333K	Sell	2,699 -309	-10%	-$40.4K	0.14%	101
2021 Q3	$427K	Sell	3,008 -51	-2%	-$7.5K	0.2%	88
2021 Q2	$474K	Sell	3,059 -201	-6%	-$32.6K	0.22%	87
2021 Q1	$507K	Sell	3,260 -309	-9%	-$47.9K	0.26%	76
2020 Q4	$534K	Sell	3,569 -206	-5%	-$29.1K	0.29%	69
2020 Q3	$499K	Hold	3,775	–	–	0.32%	65
2020 Q2	$437K	Hold	3,775	–	–	0.31%	65
2020 Q1	$370K	Buy	+3,775	New	+$495K	0.32%	63

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nikulski Financial's ZBH Position: Q3 2023 in Review

Nikulski Financial sold out of Zimmer Biomet (ZBH) in Q3 2023, closing a stake of 1,730 shares — an estimated $252K sold.

Nikulski Financial first reported a position in ZBH in Q1 2020 and held it in 14 quarters. The position peaked at $534K in Q4 2020. 1,017 funds tracked by Wall St. Rank hold ZBH as of Q3 2023.

Nikulski Financial reported no remaining Zimmer Biomet position as of Q3 2023 after selling out during the quarter.
Nikulski Financial sold 1,730 Zimmer Biomet shares in Q3 2023, an estimated $252K.
Nikulski Financial first reported a position in Zimmer Biomet in Q1 2020 and held it in 14 quarters.
Nikulski Financial's Zimmer Biomet position peaked at $534K in Q4 2020.
1,017 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2023.

Based on Nikulski Financial's 13F filing for Q3 2023, filed 17 Oct 2023.