Polaris Wealth Advisory Group’s Zimmer Biomet ZBH Stock Holding History

Polaris Wealth Advisory Group’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 Q2	–	Sell	-329,178	Closed	-$42.8M	–	179
2022 Q1	$42.8M	Buy	+329,178	New	+$39.7M	2.86%	3
2018 Q4	–	Sell	-625	Closed	-$80K	–	482
2018 Q3	$80K	Buy	625 +493	+373%	+$58.6K	0.01%	217
2018 Q2	$14K	Sell	132 -493	-79%	-$53.7K	﹤0.01%	189
2018 Q1	$66K	Buy	+625	New	+$72.6K	0.01%	201
2016 Q4	–	Sell	-4,465	Closed	-$564K	–	132
2016 Q3	$564K	Sell	4,465 -220	-5%	-$27.2K	0.07%	79
2016 Q2	$548K	Buy	4,685 +142	+3%	+$16.1K	0.09%	64
2016 Q1	$470K	Buy	+4,543	New	+$439K	0.07%	71

Other funds holding ZBH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Polaris Wealth Advisory Group's ZBH Position: Q2 2022 in Review

Polaris Wealth Advisory Group sold out of Zimmer Biomet (ZBH) in Q2 2022, closing a stake of 329,178 shares — an estimated $42.8M sold.

Polaris Wealth Advisory Group first reported a position in ZBH in Q1 2016 and held it in 7 quarters. The position peaked at $42.8M in Q1 2022. 957 funds tracked by Wall St. Rank hold ZBH as of Q2 2022.

Polaris Wealth Advisory Group reported no remaining Zimmer Biomet position as of Q2 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 329,178 Zimmer Biomet shares in Q2 2022, an estimated $42.8M.
Polaris Wealth Advisory Group first reported a position in Zimmer Biomet in Q1 2016 and held it in 7 quarters.
Polaris Wealth Advisory Group's Zimmer Biomet position peaked at $42.8M in Q1 2022.
957 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2022, filed 12 Jul 2022.