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Reilly Financial Advisors’s Zimmer Biomet ZBH Stock Holding History

Reilly Financial Advisors’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
2021
Q3 		– Sell
-125
Closed -$19K – 1079
2021
Q2 		$19K Hold
125
– – ﹤0.01% 561
2021
Q1 		$19K Hold
125
– – ﹤0.01% 553
2020
Q4 		$19K Hold
125
– – ﹤0.01% 508
2020
Q3 		$16K Hold
125
– – ﹤0.01% 486
2020
Q2 		$14K Hold
125
– – ﹤0.01% 518
2020
Q1 		$12K Hold
125
– – ﹤0.01% 530
2019
Q4 		$18K Sell
125
-1,236
-91% -$171K ﹤0.01% 532
2019
Q3 		$181K Buy
1,361
+1,236
+989% +$160K 0.02% 194
2019
Q2 		$14K Sell
125
-13
-9% -$1.52K ﹤0.01% 611
2019
Q1 		$17K Buy
138
+13
+10% +$1.48K ﹤0.01% 572
2018
Q4 		$13K Hold
125
– – ﹤0.01% 600
2018
Q3 		$16K Hold
125
– – ﹤0.01% 610
2018
Q2 		$13K Hold
125
– – ﹤0.01% 612
2018
Q1 		$13K Sell
125
-104
-45% -$12.1K ﹤0.01% 598
2017
Q4 		$27K Sell
229
-50
-18% -$5.65K ﹤0.01% 436
2017
Q3 		$32K Sell
279
-53
-16% -$6.12K ﹤0.01% 386
2017
Q2 		$41K Hold
332
– – 0.01% 343
2017
Q1 		$39K Buy
332
+125
+60% +$14.2K 0.01% 337
2016
Q4 		$21K Buy
207
+104
+101% +$11.1K ﹤0.01% 440
2016
Q3 		$13K Hold
103
– – ﹤0.01% 481
2016
Q2 		$12K Hold
103
– – ﹤0.01% 476
2016
Q1 		$11K Hold
103
– – ﹤0.01% 745
2015
Q4 		$10K Hold
103
– – ﹤0.01% 785
2015
Q3 		$9K Hold
103
– – ﹤0.01% 819
2015
Q2 		$11K Sell
103
-8
-7% -$885 ﹤0.01% 840
2015
Q1 		$13K Buy
+111
New +$12.7K ﹤0.01% 783
2013
Q3 		– Sell
-57
Closed -$4K – 804
2013
Q2 		$4K Buy
+57
New +$4.26K ﹤0.01% 667

Other funds holding ZBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Reilly Financial Advisors's ZBH Position: Q3 2021 in Review

Reilly Financial Advisors sold out of Zimmer Biomet (ZBH) in Q3 2021, closing a stake of 125 shares — an estimated $19K sold.

Reilly Financial Advisors first reported a position in ZBH in Q2 2013 and held it in 27 quarters. The position peaked at $181K in Q3 2019. 983 funds tracked by Wall St. Rank hold ZBH as of Q3 2021.

  • Reilly Financial Advisors reported no remaining Zimmer Biomet position as of Q3 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 125 Zimmer Biomet shares in Q3 2021, an estimated $19K.
  • Reilly Financial Advisors first reported a position in Zimmer Biomet in Q2 2013 and held it in 27 quarters.
  • Reilly Financial Advisors's Zimmer Biomet position peaked at $181K in Q3 2019.
  • 983 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2021.

Based on Reilly Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.