Sterling Investment Advisors (Pennsylvania)’s Zimmer Biomet ZBH Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022 Q3	–	Sell	-401	Closed	-$42K	–	544
2022 Q2	$42K	Hold	401	–	–	0.01%	240
2022 Q1	$51K	Sell	401 -11	-3%	-$1.33K	0.01%	251
2021 Q4	$51K	Hold	412	–	–	0.01%	251
2021 Q3	$59K	Sell	412 -258	-39%	-$38K	0.02%	234
2021 Q2	$105K	Hold	670	–	–	0.03%	196
2021 Q1	$104K	Hold	670	–	–	0.03%	187
2020 Q4	$100K	Hold	670	–	–	0.03%	177
2020 Q3	$88K	Hold	670	–	–	0.03%	172
2020 Q2	$77K	Hold	670	–	–	0.03%	180
2020 Q1	$65K	Hold	670	–	–	0.03%	170
2019 Q4	$97K	Hold	670	–	–	0.04%	154
2019 Q3	$89K	Hold	670	–	–	0.05%	158
2019 Q2	$77K	Hold	670	–	–	0.04%	170
2019 Q1	$83K	Hold	670	–	–	0.04%	168
2018 Q4	$67K	Hold	670	–	–	0.04%	171
2018 Q3	$85K	Buy	670 +103	+18%	+$12.2K	0.04%	168
2018 Q2	$61K	Hold	567	–	–	0.04%	189
2018 Q1	$60K	Sell	567 -154	-21%	-$17.9K	0.04%	181
2017 Q4	$84K	Hold	721	–	–	0.05%	153
2017 Q3	$82K	Hold	721	–	–	0.05%	146
2017 Q2	$90K	Hold	721	–	–	0.06%	140
2017 Q1	$85K	Hold	721	–	–	0.06%	141
2016 Q4	$72K	Buy	+721	New	+$77.3K	0.06%	139

Other funds holding ZBH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s ZBH Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Zimmer Biomet (ZBH) in Q3 2022, closing a stake of 401 shares — an estimated $42K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in ZBH in Q4 2016 and held it in 23 quarters. The position peaked at $105K in Q2 2021. 920 funds tracked by Wall St. Rank hold ZBH as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Zimmer Biomet position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 401 Zimmer Biomet shares in Q3 2022, an estimated $42K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Zimmer Biomet in Q4 2016 and held it in 23 quarters.
Sterling Investment Advisors (Pennsylvania)'s Zimmer Biomet position peaked at $105K in Q2 2021.
920 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.