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YHB Investment Advisors’s Zimmer Biomet ZBH Stock Holding History

YHB Investment Advisors’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
Q2 		– Sell
-1,277
Closed -$213K – 305
2021
Q1 		$213K Sell
1,277
-845
-40% -$131K 0.02% 283
2020
Q4 		$317K Hold
2,122
– – 0.03% 232
2020
Q3 		$280K Buy
+2,122
New +$277K 0.03% 221

Other funds holding ZBH

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

YHB Investment Advisors's ZBH Position: Q2 2021 in Review

YHB Investment Advisors sold out of Zimmer Biomet (ZBH) in Q2 2021, closing a stake of 1,277 shares — an estimated $213K sold.

YHB Investment Advisors first reported a position in ZBH in Q3 2020 and held it in 3 quarters. The position peaked at $317K in Q4 2020. 1,018 funds tracked by Wall St. Rank hold ZBH as of Q2 2021.

  • YHB Investment Advisors reported no remaining Zimmer Biomet position as of Q2 2021 after selling out during the quarter.
  • YHB Investment Advisors sold 1,277 Zimmer Biomet shares in Q2 2021, an estimated $213K.
  • YHB Investment Advisors first reported a position in Zimmer Biomet in Q3 2020 and held it in 3 quarters.
  • YHB Investment Advisors's Zimmer Biomet position peaked at $317K in Q4 2020.
  • 1,018 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2021.

Based on YHB Investment Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.