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SFS
Sowell Financial Services’s
Zimmer Biomet
ZBH
Stock Holding History
Sowell Financial Services’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
Q2
–
Sell
-2,903
Closed
-$488K
–
2807
2021
Q1
$488K
Buy
2,903
+40
+1%
+$6.2K
0.02%
648
2020
Q4
$428K
Buy
2,863
+43
+2%
+$6.07K
0.02%
565
2020
Q3
$373K
Sell
2,820
-247
-8%
-$32.3K
0.02%
542
2020
Q2
$355K
Sell
3,067
-57
-2%
-$6.57K
0.02%
549
2020
Q1
$307K
Buy
3,124
+30
+1%
+$3.93K
0.02%
534
2019
Q4
$450K
Buy
3,094
+55
+2%
+$7.59K
0.03%
479
2019
Q3
$405K
Buy
+3,039
New
+$393K
0.03%
464
2019
Q1
$300K
Buy
2,421
+31
+1%
+$3.52K
0.03%
455
2018
Q4
$241K
Buy
2,390
+197
+9%
+$22.2K
0.03%
427
2018
Q3
$280K
Buy
+2,193
New
+$261K
0.04%
275
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30.48%
1-Year Est. Return
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$6.9T AUM
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1-Year Est. Return
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$645B AUM
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1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Massachusetts Financial Services
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$298B AUM
21.96%
1-Year Est. Return
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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