SFP
ZBH icon

Sterling Financial Planning’s Zimmer Biomet ZBH Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-674
Closed -$96K – 412
2021
Q3 		$96K Hold
674
– – 0.06% 129
2021
Q2 		$105K Hold
674
– – 0.07% 115
2021
Q1 		$105K Hold
674
– – 0.07% 103
2020
Q4 		$101K Buy
+674
New +$95.2K 0.08% 105

Other funds holding ZBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Sterling Financial Planning's ZBH Position: Q4 2021 in Review

Sterling Financial Planning sold out of Zimmer Biomet (ZBH) in Q4 2021, closing a stake of 674 shares — an estimated $96K sold.

Sterling Financial Planning first reported a position in ZBH in Q4 2020 and held it in 4 quarters. The position peaked at $105K in Q2 2021. 998 funds tracked by Wall St. Rank hold ZBH as of Q4 2021.

  • Sterling Financial Planning reported no remaining Zimmer Biomet position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 674 Zimmer Biomet shares in Q4 2021, an estimated $96K.
  • Sterling Financial Planning first reported a position in Zimmer Biomet in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Zimmer Biomet position peaked at $105K in Q2 2021.
  • 998 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.