PF
ZBH icon

Phoenix Financial’s Zimmer Biomet ZBH Stock Holding History

Phoenix 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
2022
Q1 		– Sell
-1,968
Closed -$244K – 456
2021
Q4 		$244K Sell
1,968
-423
-18% -$55.4K ﹤0.01% 349
2021
Q3 		$346K Buy
+2,391
New +$352K 0.01% 347
2021
Q2 		– Sell
-2,780
Closed -$435K – 430
2021
Q1 		$435K Buy
2,780
+781
+39% +$121K 0.01% 323
2020
Q4 		$314K Sell
1,999
-184,168
-99% -$26M 0.01% 285
2020
Q3 		$23.2M Sell
186,167
-44,100
-19% -$5.76M 0.97% 35
2020
Q2 		$25.3M Sell
230,267
-18,151
-7% -$2.09M 1.07% 27
2020
Q1 		$23.8M Buy
248,418
+47,568
+24% +$6.24M 1.21% 22
2019
Q4 		$29M Hold
200,850
– – 1.21% 25
2019
Q3 		$25.6M Buy
+200,850
New +$25.9M 1.21% 29

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Phoenix Financial's ZBH Position: Q1 2022 in Review

Phoenix Financial sold out of Zimmer Biomet (ZBH) in Q1 2022, closing a stake of 1,968 shares — an estimated $244K sold.

Phoenix Financial first reported a position in ZBH in Q3 2019 and held it in 9 quarters. The position peaked at $29M in Q4 2019. 978 funds tracked by Wall St. Rank hold ZBH as of Q1 2022.

  • Phoenix Financial reported no remaining Zimmer Biomet position as of Q1 2022 after selling out during the quarter.
  • Phoenix Financial sold 1,968 Zimmer Biomet shares in Q1 2022, an estimated $244K.
  • Phoenix Financial first reported a position in Zimmer Biomet in Q3 2019 and held it in 9 quarters.
  • Phoenix Financial's Zimmer Biomet position peaked at $29M in Q4 2019.
  • 978 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2022.

Based on Phoenix Financial's 13F filing for Q1 2022, filed 10 May 2022.