Waddell & Reed Financial’s Zimmer Biomet ZBH Stock Holding History

Waddell & Reed 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
2021 Q1	$286M	Buy	1,837,749 +281,556	+18%	+$43.6M	0.59%	35
2020 Q4	$233M	Sell	1,556,193 -46,570	-3%	-$6.58M	0.49%	44
2020 Q3	$212M	Sell	1,602,763 -237,055	-13%	-$31M	0.51%	43
2020 Q2	$213M	Buy	1,839,818 +127,725	+7%	+$14.7M	0.55%	38
2020 Q1	$168M	Buy	1,712,093 +150,312	+10%	+$19.7M	0.55%	41
2019 Q4	$227M	Sell	1,561,781 -71,278	-4%	-$9.84M	0.56%	38
2019 Q3	$218M	Buy	1,633,059 +110,848	+7%	+$14.3M	0.56%	37
2019 Q2	$174M	Buy	1,522,211 +520,514	+52%	+$61M	0.43%	60
2019 Q1	$124M	Buy	1,001,697 +676,795	+208%	+$76.9M	0.31%	89
2018 Q4	$32.7M	Buy	324,902 +206,452	+174%	+$23.2M	0.09%	258
2018 Q3	$15.1M	Sell	118,450 -15,450	-12%	-$1.84M	0.03%	374
2018 Q2	$14.5M	Hold	133,900	–	–	0.03%	375
2018 Q1	$14.2M	Buy	+133,900	New	+$15.6M	0.03%	377
2014 Q2	–	Sell	-1,345,562	Closed	-$124M	–	560
2014 Q1	$124M	Sell	1,345,562 -67,609	-5%	-$6.23M	0.19%	134
2013 Q4	$128M	Buy	1,413,171 +241,208	+21%	+$20.9M	0.21%	128
2013 Q3	$93.5M	Buy	1,171,963 +29,510	+3%	+$2.32M	0.18%	137
2013 Q2	$83.1M	Buy	+1,142,453	New	+$85.4M	0.17%	137

Other funds holding ZBH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Waddell & Reed Financial's ZBH Position: Q1 2021 in Review

Waddell & Reed Financial increased its Zimmer Biomet (ZBH) stake by 18% in Q1 2021, buying an estimated $43.6M and bringing the position to 1,837,749 shares worth $286M. The position accounts for 0.59% of the portfolio, ranked #35.

Waddell & Reed Financial first reported a position in ZBH in Q2 2013 and has held it in 17 quarters since. 1,030 funds tracked by Wall St. Rank hold ZBH as of Q1 2021.

Waddell & Reed Financial held 1,837,749 shares of Zimmer Biomet worth $286M as of Q1 2021.
Waddell & Reed Financial bought 281,556 Zimmer Biomet shares in Q1 2021, an estimated $43.6M.
Zimmer Biomet made up 0.59% of Waddell & Reed Financial's portfolio in Q1 2021, its #35 holding.
Waddell & Reed Financial first reported a position in Zimmer Biomet in Q2 2013 and has held it in 17 quarters since.
1,030 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.