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Whitegate Investment Counselors’s Zimmer Biomet ZBH Stock Holding History

Whitegate Investment Counselors’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
-2,794
Closed -$397K – 215
2021
Q3 		$397K Hold
2,794
– – 0.06% 174
2021
Q2 		$436K Buy
2,794
+15
+0.5% +$2.43K 0.06% 168
2021
Q1 		$432K Hold
2,779
– – 0.07% 163
2020
Q4 		$416K Sell
2,779
-402
-13% -$56.8K 0.07% 162
2020
Q3 		$420K Buy
3,181
+103
+3% +$13.5K 0.08% 151
2020
Q2 		$357K Buy
3,078
+387
+14% +$44.6K 0.07% 152
2020
Q1 		$264K Sell
2,691
-1,571
-37% -$206K 0.06% 155
2019
Q4 		$619K Buy
4,262
+118
+3% +$16.3K 0.11% 136
2019
Q3 		$552K Buy
4,144
+129
+3% +$16.7K 0.11% 136
2019
Q2 		$459K Buy
4,015
+809
+25% +$94.8K 0.09% 137
2019
Q1 		$398K Sell
3,206
-5,588
-64% -$635K 0.08% 142
2018
Q4 		$886K Sell
8,794
-927
-10% -$104K 0.2% 99
2018
Q3 		$1.24M Buy
9,721
+57
+0.6% +$6.78K 0.25% 93
2018
Q2 		$1.05M Buy
9,664
+242
+3% +$26.3K 0.21% 98
2018
Q1 		$997K Buy
+9,422
New +$1.09M 0.21% 103

Other funds holding ZBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Whitegate Investment Counselors's ZBH Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Zimmer Biomet (ZBH) in Q4 2021, closing a stake of 2,794 shares — an estimated $397K sold.

Whitegate Investment Counselors first reported a position in ZBH in Q1 2018 and held it in 15 quarters. The position peaked at $1.24M in Q3 2018. 999 funds tracked by Wall St. Rank hold ZBH as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining Zimmer Biomet position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 2,794 Zimmer Biomet shares in Q4 2021, an estimated $397K.
  • Whitegate Investment Counselors first reported a position in Zimmer Biomet in Q1 2018 and held it in 15 quarters.
  • Whitegate Investment Counselors's Zimmer Biomet position peaked at $1.24M in Q3 2018.
  • 999 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.