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Sargent Investment Group’s Zimmer Biomet ZBH Stock Holding History

Sargent Investment 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
Q1 		– Sell
-1,675
Closed -$207K – 202
2021
Q4 		$207K Buy
1,675
+114
+7% +$14.9K 0.05% 173
2021
Q3 		$222K Hold
1,561
– – 0.05% 173
2021
Q2 		$244K Sell
1,561
-21
-1% -$3.4K 0.06% 175
2021
Q1 		$246K Buy
1,582
+21
+1% +$3.25K 0.06% 168
2020
Q4 		$234K Buy
+1,561
New +$220K 0.07% 156
2020
Q1 		– Sell
-1,442
Closed -$210K – 159
2019
Q4 		$210K Buy
+1,442
New +$199K 0.08% 139

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

Sargent Investment Group's ZBH Position: Q1 2022 in Review

Sargent Investment Group sold out of Zimmer Biomet (ZBH) in Q1 2022, closing a stake of 1,675 shares — an estimated $207K sold.

Sargent Investment Group first reported a position in ZBH in Q4 2019 and held it in 6 quarters. The position peaked at $246K in Q1 2021. 977 funds tracked by Wall St. Rank hold ZBH as of Q1 2022.

  • Sargent Investment Group reported no remaining Zimmer Biomet position as of Q1 2022 after selling out during the quarter.
  • Sargent Investment Group sold 1,675 Zimmer Biomet shares in Q1 2022, an estimated $207K.
  • Sargent Investment Group first reported a position in Zimmer Biomet in Q4 2019 and held it in 6 quarters.
  • Sargent Investment Group's Zimmer Biomet position peaked at $246K in Q1 2021.
  • 977 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2022.

Based on Sargent Investment Group's 13F filing for Q1 2022, filed 6 May 2022.