Sutton Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Sutton Wealth Advisors’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 Q3	$347K	Buy	3,095 +31	+1%	+$3.94K	0.17%	77
2023 Q2	$446K	Hold	3,064	–	–	0.22%	71
2023 Q1	$396K	Hold	3,064	–	–	0.21%	71
2022 Q4	$391K	Hold	3,064	–	–	0.15%	110
2022 Q3	$320K	Sell	3,064 -16	-0.5%	-$1.76K	0.13%	122
2022 Q2	$324K	Sell	3,080 -1	-0%	-$119	0.13%	116
2022 Q1	$394K	Sell	3,081 -93	-3%	-$11.2K	0.14%	105
2021 Q4	$392K	Buy	3,174 +5	+0.2%	+$654	0.13%	113
2021 Q3	$450K	Hold	3,169	–	–	0.17%	92
2021 Q2	$495K	Hold	3,169	–	–	0.18%	91
2021 Q1	$493K	Buy	3,169 +2	+0.1%	+$310	0.19%	86
2020 Q4	$474K	Buy	3,167 +3	+0.1%	+$424	0.2%	85
2020 Q3	$418K	Hold	3,164	–	–	0.2%	84
2020 Q2	$367K	Sell	3,164 -78	-2%	-$8.99K	0.19%	91
2020 Q1	$318K	Buy	3,242 +3	+0.1%	+$393	0.2%	88
2019 Q4	$471K	Hold	3,239	–	–	0.24%	72
2019 Q3	$432K	Hold	3,239	–	–	0.24%	75
2019 Q2	$370K	Buy	3,239 +3	+0.1%	+$351	0.21%	88
2019 Q1	$401K	Buy	3,236 +12	+0.4%	+$1.36K	0.23%	75
2018 Q4	$325K	Buy	3,224 +3,189	+9,111%	+$359K	0.21%	86
2018 Q3	$4.47K	Sell	35 -228	-87%	-$27.1K	﹤0.01%	912
2018 Q2	$28.4K	Sell	263 -3	-1%	-$327	0.02%	455
2018 Q1	$28.1K	Hold	266	–	–	0.02%	440
2017 Q4	$31.1K	Hold	266	–	–	0.02%	401
2017 Q3	$30.2K	Sell	266 -7	-3%	-$808	0.02%	403
2017 Q2	$34K	Buy	273 +7	+3%	+$830	0.03%	351
2017 Q1	$31.5K	Buy	266 +4	+2%	+$453	0.03%	366
2016 Q4	$26.2K	Buy	262 +228	+671%	+$24.4K	0.02%	408
2016 Q3	$4.29K	Sell	34 -27	-44%	-$3.34K	﹤0.01%	849
2016 Q2	$7.1K	Hold	61	–	–	0.01%	701
2016 Q1	$6.29K	Buy	+61	New	+$5.9K	0.01%	697

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Sutton Wealth Advisors's ZBH Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Zimmer Biomet (ZBH) stake by 1% in Q3 2023, buying an estimated $3.94K and bringing the position to 3,095 shares worth $347K. The position accounts for 0.17% of the portfolio, ranked #77.

Sutton Wealth Advisors first reported a position in ZBH in Q1 2016 and has held it in 31 quarters since. The position peaked at $495K in Q2 2021. 1,017 funds tracked by Wall St. Rank hold ZBH as of Q3 2023.

Sutton Wealth Advisors held 3,095 shares of Zimmer Biomet worth $347K as of Q3 2023.
Sutton Wealth Advisors bought 31 Zimmer Biomet shares in Q3 2023, an estimated $3.94K.
Zimmer Biomet made up 0.17% of Sutton Wealth Advisors's portfolio in Q3 2023, its #77 holding.
Sutton Wealth Advisors first reported a position in Zimmer Biomet in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Zimmer Biomet position peaked at $495K in Q2 2021.
1,017 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.