Sonora Investment Management’s Zimmer Biomet ZBH Stock Holding History

Sonora Investment 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	$27K	Buy	192 +12	+7%	+$1.76K	﹤0.01%	556
2021 Q2	$28K	Hold	180	–	–	﹤0.01%	508
2021 Q1	$28K	Sell	180 -330	-65%	-$51.1K	﹤0.01%	794
2020 Q4	$76K	Hold	510	–	–	0.01%	491
2020 Q3	$67K	Buy	510 +180	+55%	+$23.5K	0.01%	482
2020 Q2	$38K	Hold	330	–	–	﹤0.01%	582
2020 Q1	$32K	Hold	330	–	–	﹤0.01%	600
2019 Q4	$48K	Hold	330	–	–	﹤0.01%	565
2019 Q3	$44K	Hold	330	–	–	﹤0.01%	580
2019 Q2	$38K	Hold	330	–	–	﹤0.01%	625
2019 Q1	$41K	Hold	330	–	–	0.01%	567
2018 Q4	$33K	Hold	330	–	–	﹤0.01%	476
2018 Q3	$42K	Hold	330	–	–	0.01%	445
2018 Q2	$36K	Hold	330	–	–	0.01%	464
2018 Q1	$34.9K	Hold	330	–	–	0.01%	449
2017 Q4	$38.6K	Hold	330	–	–	0.01%	445
2017 Q3	$37.5K	Hold	330	–	–	0.01%	390
2017 Q2	$41.1K	Hold	330	–	–	0.01%	369
2017 Q1	$39.1K	Hold	330	–	–	0.01%	370
2016 Q4	$33K	Hold	330	–	–	0.01%	344
2016 Q3	$41.6K	Hold	330	–	–	0.01%	317
2016 Q2	$38.5K	Hold	330	–	–	0.01%	295
2016 Q1	$36.7K	Hold	330	–	–	0.01%	325
2015 Q4	$33K	Sell	330 -67	-17%	-$6.55K	0.01%	295
2015 Q3	$39K	Buy	+397	New	+$39.8K	0.01%	243

Other funds holding ZBH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Sonora Investment Management's ZBH Position: Q3 2021 in Review

Sonora Investment Management increased its Zimmer Biomet (ZBH) stake by 6.7% in Q3 2021, buying an estimated $1.76K and bringing the position to 192 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Sonora Investment Management first reported a position in ZBH in Q3 2015 and has held it in 25 quarters since. The position peaked at $76K in Q4 2020. 983 funds tracked by Wall St. Rank hold ZBH as of Q3 2021.

Sonora Investment Management held 192 shares of Zimmer Biomet worth $27K as of Q3 2021.
Sonora Investment Management bought 12 Zimmer Biomet shares in Q3 2021, an estimated $1.76K.
Zimmer Biomet made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #556 holding.
Sonora Investment Management first reported a position in Zimmer Biomet in Q3 2015 and has held it in 25 quarters since.
Sonora Investment Management's Zimmer Biomet position peaked at $76K in Q4 2020.
983 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.