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Tyler-Stone Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Tyler-Stone Wealth Management’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
-2,100
Closed -$221K – 907
2022
Q2 		$221K Hold
2,100
– – 0.15% 137
2022
Q1 		$269K Sell
2,100
-63
-3% -$7.59K 0.15% 138
2021
Q4 		$267K Buy
+2,163
New +$283K 0.14% 150

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Tyler-Stone Wealth Management's ZBH Position: Q3 2022 in Review

Tyler-Stone Wealth Management sold out of Zimmer Biomet (ZBH) in Q3 2022, closing a stake of 2,100 shares — an estimated $221K sold.

Tyler-Stone Wealth Management first reported a position in ZBH in Q4 2021 and held it in 3 quarters. The position peaked at $269K in Q1 2022. 919 funds tracked by Wall St. Rank hold ZBH as of Q3 2022.

  • Tyler-Stone Wealth Management reported no remaining Zimmer Biomet position as of Q3 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 2,100 Zimmer Biomet shares in Q3 2022, an estimated $221K.
  • Tyler-Stone Wealth Management first reported a position in Zimmer Biomet in Q4 2021 and held it in 3 quarters.
  • Tyler-Stone Wealth Management's Zimmer Biomet position peaked at $269K in Q1 2022.
  • 919 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.