Shelton Capital Management’s Zimmer Biomet ZBH Stock Holding History

Shelton Capital Management’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	-1,378	Closed	-$215K	–	851
2021 Q2	$215K	Hold	1,378	–	–	0.01%	762
2021 Q1	$214K	Hold	1,378	–	–	0.01%	750
2020 Q4	$206K	Buy	+1,378	New	+$195K	0.01%	677
2020 Q1	–	Sell	-1,378	Closed	-$200K	–	843
2019 Q4	$200K	Buy	+1,378	New	+$190K	0.01%	774

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Shelton Capital Management's ZBH Position: Q3 2021 in Review

Shelton Capital Management sold out of Zimmer Biomet (ZBH) in Q3 2021, closing a stake of 1,378 shares — an estimated $215K sold.

Shelton Capital Management first reported a position in ZBH in Q4 2019 and held it in 4 quarters. The position peaked at $215K in Q2 2021. 982 funds tracked by Wall St. Rank hold ZBH as of Q3 2021.

Shelton Capital Management reported no remaining Zimmer Biomet position as of Q3 2021 after selling out during the quarter.
Shelton Capital Management sold 1,378 Zimmer Biomet shares in Q3 2021, an estimated $215K.
Shelton Capital Management first reported a position in Zimmer Biomet in Q4 2019 and held it in 4 quarters.
Shelton Capital Management's Zimmer Biomet position peaked at $215K in Q2 2021.
982 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2021.

Based on Shelton Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.