Taylor Wealth Management Partners’s Zimmer Biomet ZBH Stock Holding History

Taylor Wealth Management Partners’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	-1,853	Closed	-$263K	–	68
2021 Q3	$263K	Hold	1,853	–	–	0.09%	61
2021 Q2	$289K	Buy	1,853 +356	+24%	+$57.7K	0.1%	58
2021 Q1	$233K	Buy	+1,497	New	+$232K	0.09%	66

Other funds holding ZBH

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Taylor Wealth Management Partners's ZBH Position: Q4 2021 in Review

Taylor Wealth Management Partners sold out of Zimmer Biomet (ZBH) in Q4 2021, closing a stake of 1,853 shares — an estimated $263K sold.

Taylor Wealth Management Partners first reported a position in ZBH in Q1 2021 and held it in 3 quarters. The position peaked at $289K in Q2 2021. 998 funds tracked by Wall St. Rank hold ZBH as of Q4 2021.

Taylor Wealth Management Partners reported no remaining Zimmer Biomet position as of Q4 2021 after selling out during the quarter.
Taylor Wealth Management Partners sold 1,853 Zimmer Biomet shares in Q4 2021, an estimated $263K.
Taylor Wealth Management Partners first reported a position in Zimmer Biomet in Q1 2021 and held it in 3 quarters.
Taylor Wealth Management Partners's Zimmer Biomet position peaked at $289K in Q2 2021.
998 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2021.

Based on Taylor Wealth Management Partners's 13F filing for Q4 2021, filed 28 Jan 2022.