Surevest’s Zimmer Biomet ZBH Stock Holding History

Surevest’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	$1K	Hold	12	–	–	﹤0.01%	506
2022 Q2	$1K	Buy	12 +10	+500%	+$1.19K	﹤0.01%	546
2022 Q1	$0	Hold	2	–	–	﹤0.01%	571
2021 Q4	$0	Buy	+2	New	+$262	﹤0.01%	550

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

Surevest's ZBH Position: Q3 2022 in Review

Surevest held its Zimmer Biomet (ZBH) position steady in Q3 2022 at 12 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Surevest first reported a position in ZBH in Q4 2021 and has held it in 4 quarters since. 919 funds tracked by Wall St. Rank hold ZBH as of Q3 2022.

Surevest held 12 shares of Zimmer Biomet worth $1K as of Q3 2022.
Surevest left its Zimmer Biomet share count unchanged in Q3 2022.
Zimmer Biomet made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #506 holding.
Surevest first reported a position in Zimmer Biomet in Q4 2021 and has held it in 4 quarters since.
919 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.