Squar Milner Financial Services’s Zoetis ZTS Stock Holding History

Squar Milner Financial Services’s Portfolio ZTS Stock Details ZTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-6,953	Closed	-$953K	–	208
2020 Q2	$953K	Buy	6,953 +1,444	+26%	+$189K	0.54%	44
2020 Q1	$648K	Buy	5,509 +760	+16%	+$100K	0.39%	49
2019 Q4	$628K	Sell	4,749 -2,339	-33%	-$291K	0.31%	66
2019 Q3	$1.17M	Buy	7,088 +5,228	+281%	+$631K	0.6%	43
2019 Q2	$211K	Buy	1,860 +327	+21%	+$34.2K	0.14%	158
2019 Q1	$154K	Buy	1,533 +75	+5%	+$6.81K	0.11%	202
2018 Q4	$125K	Sell	1,458 -470	-24%	-$42.3K	0.12%	196
2018 Q3	$177K	Sell	1,928 -142	-7%	-$12.6K	0.16%	172
2018 Q2	$176K	Buy	+2,070	New	+$175K	0.16%	179

Other funds holding ZTS

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Squar Milner Financial Services's ZTS Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Zoetis (ZTS) in Q3 2020, closing a stake of 6,953 shares — an estimated $953K sold.

Squar Milner Financial Services first reported a position in ZTS in Q2 2018 and held it in 9 quarters. The position peaked at $1.17M in Q3 2019. 1,308 funds tracked by Wall St. Rank hold ZTS as of Q3 2020.

Squar Milner Financial Services reported no remaining Zoetis position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 6,953 Zoetis shares in Q3 2020, an estimated $953K.
Squar Milner Financial Services first reported a position in Zoetis in Q2 2018 and held it in 9 quarters.
Squar Milner Financial Services's Zoetis position peaked at $1.17M in Q3 2019.
1,308 funds tracked by Wall St. Rank held Zoetis as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.