Pettee Investors’s Zimmer Biomet ZBH Stock Holding History

Pettee Investors’s Portfolio ZBH Stock Details ZBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$396K	Sell	4,337 -102	-2%	-$9.3K	0.24%	83
2025 Q1	$502K	Sell	4,439 -987	-18%	-$112K	0.3%	75
2024 Q4	$573K	Hold	5,426	–	–	0.29%	83
2024 Q3	$586K	Hold	5,426	–	–	0.29%	80
2024 Q2	$589K	Sell	5,426 -102	-2%	-$11.1K	0.28%	84
2024 Q1	$730K	Sell	5,528 -1,077	-16%	-$142K	0.31%	81
2023 Q4	$804K	Sell	6,605 -102	-2%	-$12.4K	0.36%	75
2023 Q3	$753K	Sell	6,707 -650	-9%	-$72.9K	0.36%	77
2023 Q2	$1.07M	Hold	7,357	–	–	0.48%	63
2023 Q1	$951K	Hold	7,357	–	–	0.46%	65
2022 Q4	$938K	Sell	7,357 -7,000	-49%	-$892K	0.46%	65
2022 Q3	$1.5M	Sell	14,357 -1,007	-7%	-$105K	0.81%	40
2022 Q2	$1.61M	Sell	15,364 -208	-1%	-$21.9K	0.8%	39
2022 Q1	$1.99M	Sell	15,572 -467	-3%	-$59.7K	0.88%	34
2021 Q4	$1.98M	Buy	16,039 +212	+1%	+$26.1K	0.83%	38
2021 Q3	$2.25M	Buy	15,827 +1,104	+7%	+$157K	1.05%	28
2021 Q2	$2.3M	Buy	14,723 +2,472	+20%	+$386K	1.08%	27
2021 Q1	$1.9M	Hold	12,251	–	–	0.92%	32
2020 Q4	$1.83M	Hold	12,251	–	–	0.97%	30
2020 Q3	$1.62M	Buy	12,251 +1,442	+13%	+$191K	0.94%	30
2020 Q2	$1.25M	Buy	10,809 +3,218	+42%	+$373K	0.78%	36
2020 Q1	$745K	Hold	7,591	–	–	0.54%	53
2019 Q4	$1.1M	Hold	7,591	–	–	0.63%	46
2019 Q3	$1.01M	Hold	7,591	–	–	0.64%	47
2019 Q2	$868K	Sell	7,591 -389	-5%	-$44.5K	0.55%	56
2019 Q1	$989K	Hold	7,980	–	–	0.62%	44
2018 Q4	$804K	Sell	7,980 -157	-2%	-$15.8K	0.57%	50
2018 Q3	$1.04M	Hold	8,137	–	–	0.61%	46
2018 Q2	$881K	Sell	8,137 -206	-2%	-$22.3K	0.56%	54
2018 Q1	$884K	Buy	8,343 +206	+3%	+$21.8K	0.55%	54
2017 Q4	$954K	Hold	8,137	–	–	0.58%	46
2017 Q3	$925K	Hold	8,137	–	–	0.6%	44
2017 Q2	$1.02M	Hold	8,137	–	–	0.9%	32
2017 Q1	$965K	Sell	8,137 -317	-4%	-$37.6K	0.87%	32
2016 Q4	$847K	Hold	8,454	–	–	0.81%	34
2016 Q3	$1.07M	Hold	8,454	–	–	1.03%	26
2016 Q2	$988K	Hold	8,454	–	–	0.96%	30
2016 Q1	$875K	Hold	8,454	–	–	0.9%	32
2015 Q4	$842K	Hold	8,454	–	–	0.81%	34
2015 Q3	$771K	Hold	8,454	–	–	0.81%	33
2015 Q2	$897K	Hold	8,454	–	–	0.87%	30
2015 Q1	$964K	Hold	8,454	–	–	0.94%	30
2014 Q4	$931K	Hold	8,454	–	–	0.89%	31
2014 Q3	$825K	Hold	8,454	–	–	0.81%	33
2014 Q2	$852K	Hold	8,454	–	–	0.77%	33
2014 Q1	$776K	Hold	8,454	–	–	0.73%	33
2013 Q4	$765K	Buy	+8,454	New	+$765K	0.72%	33