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Sun Life Financial’s Zimmer Biomet ZBH Stock Holding History

Sun Life Financial’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
2023
Q1 		– Sell
-1,676
Closed -$215K – 72
2022
Q4 		$215K Sell
1,676
-543
-24% -$63K 0.02% 66
2022
Q3 		$232K Sell
2,219
-918
-29% -$101K 0.02% 65
2022
Q2 		$330K Sell
3,137
-376
-11% -$44.6K 0.02% 63
2022
Q1 		$448K Sell
3,513
-500
-12% -$60.3K 0.02% 68
2021
Q4 		$494K Buy
4,013
+218
+6% +$28.5K 0.02% 70
2021
Q3 		$539K Buy
3,795
+891
+31% +$131K 0.03% 60
2021
Q2 		$454K Sell
2,904
-212
-7% -$34.3K 0.02% 60
2021
Q1 		$484K Sell
3,116
-1,855
-37% -$287K 0.04% 63
2020
Q4 		$744K Sell
4,971
-369
-7% -$52.1K 0.1% 46
2020
Q3 		$705K Sell
5,340
-730
-12% -$95.4K 0.11% 55
2020
Q2 		$706K Sell
6,070
-185
-3% -$21.3K 0.14% 52
2020
Q1 		$615K Buy
6,255
+231
+4% +$30.3K 0.15% 44
2019
Q4 		$876K Buy
6,024
+59
+1% +$8.14K 0.23% 34
2019
Q3 		$793K Sell
5,965
-841
-12% -$109K 0.2% 75
2019
Q2 		$776K Sell
6,806
-1,066
-14% -$125K 0.2% 44
2019
Q1 		$976K Sell
7,872
-1,162
-13% -$132K 0.22% 74
2018
Q4 		$911K Buy
9,034
+3
+0% +$337 0.19% 77
2018
Q3 		$1.15M Buy
9,031
+8
+0.1% +$951 0.21% 80
2018
Q2 		$977K Buy
9,023
+7,983
+768% +$869K 0.14% 90
2018
Q1 		$9.27K Sell
1,040
-7,815
-88% -$908K 0.08% 106
2017
Q4 		$1.04M Sell
8,855
-1,079
-11% -$122K 0.11% 88
2017
Q3 		$1.13M Sell
9,934
-1,082
-10% -$125K 0.11% 71
2017
Q2 		$1.38M Buy
11,016
+11,003
+84,638% +$1.3M 0.15% 59
2017
Q1 		$108 Buy
13
+2
+18% +$227 ﹤0.01% 383
2016
Q4 		$107 Buy
+11
New +$1.18K ﹤0.01% 339

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sun Life Financial's ZBH Position: Q1 2023 in Review

Sun Life Financial sold out of Zimmer Biomet (ZBH) in Q1 2023, closing a stake of 1,676 shares — an estimated $215K sold.

Sun Life Financial first reported a position in ZBH in Q4 2016 and held it in 25 quarters. The position peaked at $1.38M in Q2 2017. 993 funds tracked by Wall St. Rank hold ZBH as of Q1 2023.

  • Sun Life Financial reported no remaining Zimmer Biomet position as of Q1 2023 after selling out during the quarter.
  • Sun Life Financial sold 1,676 Zimmer Biomet shares in Q1 2023, an estimated $215K.
  • Sun Life Financial first reported a position in Zimmer Biomet in Q4 2016 and held it in 25 quarters.
  • Sun Life Financial's Zimmer Biomet position peaked at $1.38M in Q2 2017.
  • 993 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2023.

Based on Sun Life Financial's 13F filing for Q1 2023, filed 11 May 2023.