YorkBridge Wealth Partners’s Zimmer Biomet ZBH Stock Holding History

YorkBridge Wealth Partners’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 Q4	$244K	Buy	+1,915	New	+$222K	0.06%	223
2022 Q2	–	Sell	-1,837	Closed	-$235K	–	297
2022 Q1	$235K	Buy	1,837 +47	+3%	+$5.67K	0.05%	270
2021 Q4	$221K	Sell	1,790 -105	-6%	-$13.7K	0.05%	269
2021 Q3	$269K	Buy	1,895 +50	+3%	+$7.36K	0.07%	227
2021 Q2	$288K	Hold	1,845	–	–	0.08%	213
2021 Q1	$287K	Buy	+1,845	New	+$286K	0.08%	204
2019 Q3	–	Sell	-1,090	Closed	-$125K	–	672
2019 Q2	$125K	Hold	1,090	–	–	0.06%	255
2019 Q1	$135K	Sell	1,090 -310	-22%	-$35.2K	0.06%	233
2018 Q4	$141K	Hold	1,400	–	–	0.07%	195
2018 Q3	$177K	Buy	1,400 +27	+2%	+$3.21K	0.08%	186
2018 Q2	$149K	Hold	1,373	–	–	0.07%	215
2018 Q1	$142K	Hold	1,373	–	–	0.07%	222
2017 Q4	$164K	Sell	1,373 -112	-8%	-$12.7K	0.08%	202
2017 Q3	$169K	Hold	1,485	–	–	0.09%	193
2017 Q2	$185K	Hold	1,485	–	–	0.1%	178
2017 Q1	$174K	Buy	1,485 +98	+7%	+$11.1K	0.09%	184
2016 Q4	$138K	Buy	+1,387	New	+$149K	0.08%	196

Other funds holding ZBH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

YorkBridge Wealth Partners's ZBH Position: Q4 2022 in Review

YorkBridge Wealth Partners opened a new position in Zimmer Biomet (ZBH) in Q4 2022: 1,915 shares worth $244K. The stake represents 0.06% of the portfolio and ranks #223 among its holdings. This is a return to the name: YorkBridge Wealth Partners previously reported a position in ZBH as recently as Q1 2022.

YorkBridge Wealth Partners first reported a position in ZBH in Q4 2016 and has held it in 17 quarters since. The position peaked at $288K in Q2 2021. 977 funds tracked by Wall St. Rank hold ZBH as of Q4 2022.

YorkBridge Wealth Partners held 1,915 shares of Zimmer Biomet worth $244K as of Q4 2022.
Zimmer Biomet was a new YorkBridge Wealth Partners position in Q4 2022.
Zimmer Biomet made up 0.06% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #223 holding.
YorkBridge Wealth Partners first reported a position in Zimmer Biomet in Q4 2016 and has held it in 17 quarters since.
YorkBridge Wealth Partners's Zimmer Biomet position peaked at $288K in Q2 2021.
977 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.