Willner & Heller’s Zimmer Biomet ZBH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$209K Buy
+1,642
New +$191K 0.3% 124
2022
Q2
Sell
-2,182
Closed -$277K 142
2022
Q1
$277K Buy
2,182
+355
+19% +$42.8K 0.34% 106
2021
Q4
$260K Buy
+1,827
New +$239K 0.35% 106

Other funds holding ZBH

Willner & Heller's ZBH Position: Q4 2022 in Review

Willner & Heller opened a new position in Zimmer Biomet (ZBH) in Q4 2022: 1,642 shares worth $209K. The stake represents 0.3% of the portfolio and ranks #124 among its holdings. This is a return to the name: Willner & Heller previously reported a position in ZBH as recently as Q1 2022.

Willner & Heller first reported a position in ZBH in Q4 2021 and has held it in 3 quarters since. The position peaked at $277K in Q1 2022. 977 funds tracked by Wall St. Rank hold ZBH as of Q4 2022.

  • Willner & Heller held 1,642 shares of Zimmer Biomet worth $209K as of Q4 2022.
  • Zimmer Biomet was a new Willner & Heller position in Q4 2022.
  • Zimmer Biomet made up 0.3% of Willner & Heller's portfolio in Q4 2022, its #124 holding.
  • Willner & Heller first reported a position in Zimmer Biomet in Q4 2021 and has held it in 3 quarters since.
  • Willner & Heller's Zimmer Biomet position peaked at $277K in Q1 2022.
  • 977 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2022.

Based on Willner & Heller's 13F filing for Q4 2022, filed 14 Feb 2023.