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	–	2802
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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

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

Sowell Financial Services's ZBH Position: Q2 2021 in Review

Sowell Financial Services sold out of Zimmer Biomet (ZBH) in Q2 2021, closing a stake of 2,903 shares — an estimated $488K sold.

Sowell Financial Services first reported a position in ZBH in Q3 2018 and held it in 10 quarters. The position peaked at $488K in Q1 2021. 1,018 funds tracked by Wall St. Rank hold ZBH as of Q2 2021.

Sowell Financial Services reported no remaining Zimmer Biomet position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 2,903 Zimmer Biomet shares in Q2 2021, an estimated $488K.
Sowell Financial Services first reported a position in Zimmer Biomet in Q3 2018 and held it in 10 quarters.
Sowell Financial Services's Zimmer Biomet position peaked at $488K in Q1 2021.
1,018 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.