RIM
ZEPP

Rockbridge Investment Management’s Zepp Health ZEPP Stock Holding History

Rockbridge Investment Management’s Portfolio ZEPP Stock Details ZEPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-375
Closed -$4.3K – 809
2022
Q1 		$4.3K Hold
375
– – ﹤0.01% 642
2021
Q4 		$8K Buy
375
+125
+50% +$3.75K ﹤0.01% 606
2021
Q3 		$8K Buy
+250
New +$10.3K ﹤0.01% 562

Other funds holding ZEPP

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Rockbridge Investment Management's ZEPP Position: Q2 2022 in Review

Rockbridge Investment Management sold out of Zepp Health (ZEPP) in Q2 2022, closing a stake of 375 shares — an estimated $4.3K sold.

Rockbridge Investment Management first reported a position in ZEPP in Q3 2021 and held it in 3 quarters. The position peaked at $8K in Q4 2021. 48 funds tracked by Wall St. Rank hold ZEPP as of Q2 2022.

  • Rockbridge Investment Management reported no remaining Zepp Health position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 375 Zepp Health shares in Q2 2022, an estimated $4.3K.
  • Rockbridge Investment Management first reported a position in Zepp Health in Q3 2021 and held it in 3 quarters.
  • Rockbridge Investment Management's Zepp Health position peaked at $8K in Q4 2021.
  • 48 funds tracked by Wall St. Rank held Zepp Health as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.