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OneAscent Financial Services’s Zimmer Biomet ZBH Stock Holding History

OneAscent Financial Services’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
Q1 		$271K Buy
1,746
+110
+7% +$17K 0.27% 101
2020
Q4 		$245K Sell
1,636
-757
-32% -$107K 0.26% 95
2020
Q3 		$316K Buy
2,393
+408
+21% +$53.3K 0.16% 131
2020
Q2 		$230K Sell
1,985
-696
-26% -$80.2K 0.15% 143
2020
Q1 		$263K Buy
+2,681
New +$351K 0.2% 99

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

OneAscent Financial Services's ZBH Position: Q1 2021 in Review

OneAscent Financial Services increased its Zimmer Biomet (ZBH) stake by 6.7% in Q1 2021, buying an estimated $17K and bringing the position to 1,746 shares worth $271K. The position accounts for 0.27% of the portfolio, ranked #101.

OneAscent Financial Services first reported a position in ZBH in Q1 2020 and has held it in 5 quarters since. The position peaked at $316K in Q3 2020. 1,029 funds tracked by Wall St. Rank hold ZBH as of Q1 2021.

  • OneAscent Financial Services held 1,746 shares of Zimmer Biomet worth $271K as of Q1 2021.
  • OneAscent Financial Services bought 110 Zimmer Biomet shares in Q1 2021, an estimated $17K.
  • Zimmer Biomet made up 0.27% of OneAscent Financial Services's portfolio in Q1 2021, its #101 holding.
  • OneAscent Financial Services first reported a position in Zimmer Biomet in Q1 2020 and has held it in 5 quarters since.
  • OneAscent Financial Services's Zimmer Biomet position peaked at $316K in Q3 2020.
  • 1,029 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2021.

Based on OneAscent Financial Services's 13F filing for Q1 2021, filed 27 Apr 2021.