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Simon Quick Advisors’s Zimmer Biomet ZBH Stock Holding History

Simon Quick 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
2022
Q2 		– Sell
-193
Closed -$25K – 409
2022
Q1 		$25K Sell
193
-6
-3% -$723 0.01% 266
2021
Q4 		$25K Sell
199
-261
-57% -$34.2K 0.01% 271
2021
Q3 		$65K Buy
460
+261
+131% +$38.4K 0.02% 217
2021
Q2 		$31K Hold
199
– – 0.01% 297
2021
Q1 		$30K Sell
199
-13
-6% -$2.01K 0.01% 323
2020
Q4 		$32K Sell
212
-84
-28% -$11.9K 0.01% 294
2020
Q3 		$39K Buy
296
+57
+24% +$7.45K 0.01% 222
2020
Q2 		$28K Sell
239
-391
-62% -$45.1K 0.01% 269
2020
Q1 		$62K Buy
630
+232
+58% +$30.4K 0.02% 171
2019
Q4 		$58K Buy
398
+10
+3% +$1.38K 0.02% 200
2019
Q3 		$52K Buy
388
+360
+1,286% +$46.5K 0.02% 171
2019
Q2 		$3.18K Sell
28
-487
-95% -$57K ﹤0.01% 316
2019
Q1 		$64K Hold
515
– – 0.03% 168
2018
Q4 		$52K Hold
515
– – 0.02% 181
2018
Q3 		$66K Sell
515
-103
-17% -$12.2K 0.03% 149
2018
Q2 		$66K Sell
618
-618
-50% -$67.3K 0.03% 154
2018
Q1 		$131K Buy
1,236
+618
+100% +$71.8K 0.05% 115
2017
Q4 		$76K Hold
618
– – 0.03% 183
2017
Q3 		$70K Buy
+618
New +$71.3K 0.03% 230
2017
Q1 		– Sell
-2,755
Closed -$276K – 390
2016
Q4 		$276K Buy
+2,755
New +$295K 0.21% 74

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Simon Quick Advisors's ZBH Position: Q2 2022 in Review

Simon Quick Advisors sold out of Zimmer Biomet (ZBH) in Q2 2022, closing a stake of 193 shares — an estimated $25K sold.

Simon Quick Advisors first reported a position in ZBH in Q4 2016 and held it in 20 quarters. The position peaked at $276K in Q4 2016. 956 funds tracked by Wall St. Rank hold ZBH as of Q2 2022.

  • Simon Quick Advisors reported no remaining Zimmer Biomet position as of Q2 2022 after selling out during the quarter.
  • Simon Quick Advisors sold 193 Zimmer Biomet shares in Q2 2022, an estimated $25K.
  • Simon Quick Advisors first reported a position in Zimmer Biomet in Q4 2016 and held it in 20 quarters.
  • Simon Quick Advisors's Zimmer Biomet position peaked at $276K in Q4 2016.
  • 956 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2022.

Based on Simon Quick Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.