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OneAscent Wealth Management’s Zimmer Biomet ZBH Stock Holding History

OneAscent Wealth 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
Q1 		$546K Buy
3,516
+236
+7% +$36.6K 0.23% 107
2020
Q4 		$491K Buy
+3,280
New +$463K 0.22% 106

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 Wealth Management's ZBH Position: Q1 2021 in Review

OneAscent Wealth Management increased its Zimmer Biomet (ZBH) stake by 7.2% in Q1 2021, buying an estimated $36.6K and bringing the position to 3,516 shares worth $546K. The position accounts for 0.23% of the portfolio, ranked #107.

OneAscent Wealth Management first reported a position in ZBH in Q4 2020 and has held it in 2 quarters since. 1,029 funds tracked by Wall St. Rank hold ZBH as of Q1 2021.

  • OneAscent Wealth Management held 3,516 shares of Zimmer Biomet worth $546K as of Q1 2021.
  • OneAscent Wealth Management bought 236 Zimmer Biomet shares in Q1 2021, an estimated $36.6K.
  • Zimmer Biomet made up 0.23% of OneAscent Wealth Management's portfolio in Q1 2021, its #107 holding.
  • OneAscent Wealth Management first reported a position in Zimmer Biomet in Q4 2020 and has held it in 2 quarters since.
  • 1,029 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2021.

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