Private Wealth Advisors (Pennsylvania)’s Zimmer Biomet ZBH Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2020 Q4	$1.02M	Sell	6,852 -257	-4%	-$36.3K	0.58%	39
2020 Q3	$940K	Hold	7,109	–	–	0.6%	37
2020 Q2	$824K	Hold	7,109	–	–	0.56%	41
2020 Q1	$802K	Buy	7,109 +51	+0.7%	+$6.68K	0.61%	40
2019 Q4	$1.02M	Buy	7,058 +857	+14%	+$118K	0.54%	51
2019 Q3	$826K	Sell	6,201 -1,272	-17%	-$164K	0.42%	65
2019 Q2	$854K	Hold	7,473	–	–	0.3%	79
2019 Q1	$926K	Hold	7,473	–	–	0.35%	73
2018 Q4	$752K	Sell	7,473 -51	-0.7%	-$5.74K	0.33%	73
2018 Q3	$960K	Hold	7,524	–	–	0.35%	72
2018 Q2	$814K	Buy	7,524 +103	+1%	+$11.2K	0.32%	78
2018 Q1	$786K	Hold	7,421	–	–	0.31%	79
2017 Q4	$869K	Buy	7,421 +180	+2%	+$20.4K	0.34%	76
2017 Q3	$823K	Hold	7,241	–	–	0.34%	77
2017 Q2	$903K	Buy	7,241 +628	+9%	+$74.5K	0.39%	68
2017 Q1	$784K	Buy	6,613 +969	+17%	+$110K	0.35%	75
2016 Q4	$566K	Hold	5,644	–	–	0.26%	84
2016 Q3	$713K	Sell	5,644 -361	-6%	-$44.6K	0.34%	77
2016 Q2	$702K	Hold	6,005	–	–	0.34%	75
2016 Q1	$622K	Hold	6,005	–	–	0.33%	76
2015 Q4	$598K	Buy	6,005 +99	+2%	+$9.69K	0.34%	75
2015 Q3	$539K	Hold	5,906	–	–	0.27%	91
2015 Q2	$626K	Sell	5,906 -6	-0.1%	-$664	0.28%	90
2015 Q1	$675K	Hold	5,912	–	–	0.32%	77
2014 Q4	$651K	Hold	5,912	–	–	0.31%	77
2014 Q3	$577K	Buy	5,912 +206	+4%	+$20.3K	0.3%	78
2014 Q2	$575K	Hold	5,706	–	–	0.3%	80
2014 Q1	$524K	Sell	5,706 -34	-0.6%	-$3.13K	0.29%	79
2013 Q4	$519K	Sell	5,740 -1,180	-17%	-$102K	0.28%	78
2013 Q3	$552K	Sell	6,920 -55	-0.8%	-$4.33K	0.33%	76
2013 Q2	$507K	Buy	+6,975	New	+$522K	0.32%	76

Other funds holding ZBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s ZBH Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its Zimmer Biomet (ZBH) stake by 3.6% in Q4 2020, selling an estimated $36.3K and leaving 6,852 shares worth $1.02M. The position accounts for 0.58% of the portfolio, ranked #39.

Private Wealth Advisors (Pennsylvania) first reported a position in ZBH in Q2 2013 and has held it in 31 quarters since. 1,011 funds tracked by Wall St. Rank hold ZBH as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 6,852 shares of Zimmer Biomet worth $1.02M as of Q4 2020.
Private Wealth Advisors (Pennsylvania) sold 257 Zimmer Biomet shares in Q4 2020, an estimated $36.3K.
Zimmer Biomet made up 0.58% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #39 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in Zimmer Biomet in Q2 2013 and has held it in 31 quarters since.
1,011 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.