PFGIA
ZBH icon

Patriot Financial Group Insurance Agency’s Zimmer Biomet ZBH Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-200
Closed -$21K – 1987
2022
Q2 		$21K Hold
200
– – ﹤0.01% 996
2022
Q1 		$26K Sell
200
-187
-48% -$22.5K ﹤0.01% 995
2021
Q4 		$48K Buy
387
+31
+9% +$4.06K 0.01% 885
2021
Q3 		$51K Hold
356
– – 0.01% 864
2021
Q2 		$56K Hold
356
– – 0.01% 807
2021
Q1 		$55K Hold
356
– – 0.01% 740
2020
Q4 		$53K Buy
356
+170
+91% +$24K 0.01% 675
2020
Q3 		$25K Sell
186
-12
-6% -$1.57K 0.01% 733
2020
Q2 		$23K Sell
198
-12
-6% -$1.38K 0.01% 713
2020
Q1 		$21K Buy
210
+2
+1% +$262 0.01% 658
2019
Q4 		$30K Buy
208
+6
+3% +$828 0.01% 594
2019
Q3 		$27K Sell
202
-7
-3% -$904 0.01% 571
2019
Q2 		$24K Buy
209
+1
+0.5% +$117 0.01% 597
2019
Q1 		$26K Sell
208
-67
-24% -$7.61K 0.01% 496
2018
Q4 		$28K Buy
275
+82
+42% +$9.22K 0.02% 418
2018
Q3 		$25K Buy
193
+69
+56% +$8.2K 0.01% 445
2018
Q2 		$13K Buy
+124
New +$13.5K 0.01% 369
2018
Q1 		– Sell
-158
Closed -$19K – 992
2017
Q4 		$19K Buy
158
+3
+2% +$339 0.01% 470
2017
Q3 		$18K Hold
155
– – 0.02% 440
2017
Q2 		$19K Hold
155
– – 0.02% 403
2017
Q1 		$18K Hold
155
– – 0.02% 389
2016
Q4 		$17K Buy
+155
New +$16.6K 0.02% 381

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ZBH Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Zimmer Biomet (ZBH) in Q3 2022, closing a stake of 200 shares — an estimated $21K sold.

Patriot Financial Group Insurance Agency first reported a position in ZBH in Q4 2016 and held it in 22 quarters. The position peaked at $56K in Q2 2021. 920 funds tracked by Wall St. Rank hold ZBH as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Zimmer Biomet position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 200 Zimmer Biomet shares in Q3 2022, an estimated $21K.
  • Patriot Financial Group Insurance Agency first reported a position in Zimmer Biomet in Q4 2016 and held it in 22 quarters.
  • Patriot Financial Group Insurance Agency's Zimmer Biomet position peaked at $56K in Q2 2021.
  • 920 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.