Yorktown Management & Research Company’s Zimmer Biomet ZBH Stock Holding History

Yorktown Management & Research Company’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 Q3	–	Sell	-1,494	Closed	-$233K	–	267
2021 Q2	$233K	Hold	1,494	–	–	0.18%	234
2021 Q1	$232K	Buy	+1,494	New	+$231K	0.19%	217
2019 Q3	–	Sell	-3,605	Closed	-$412K	–	349
2019 Q2	$412K	Sell	3,605 -1,339	-27%	-$157K	0.16%	166
2019 Q1	$613K	Sell	4,944 -1,751	-26%	-$199K	0.2%	127
2018 Q4	$674K	Sell	6,695 -1,030	-13%	-$116K	0.22%	119
2018 Q3	$986K	Sell	7,725 -4,532	-37%	-$539K	0.29%	101
2018 Q2	$1.33M	Buy	12,257 +618	+5%	+$67.3K	0.38%	64
2018 Q1	$1.23M	Buy	11,639 +309	+3%	+$35.9K	0.36%	65
2017 Q4	$1.33M	Buy	11,330 +4,017	+55%	+$454K	0.38%	63
2017 Q3	$831K	Buy	+7,313	New	+$844K	0.22%	83

Other funds holding ZBH

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Yorktown Management & Research Company's ZBH Position: Q3 2021 in Review

Yorktown Management & Research Company sold out of Zimmer Biomet (ZBH) in Q3 2021, closing a stake of 1,494 shares — an estimated $233K sold.

Yorktown Management & Research Company first reported a position in ZBH in Q3 2017 and held it in 10 quarters. The position peaked at $1.33M in Q4 2017. 983 funds tracked by Wall St. Rank hold ZBH as of Q3 2021.

Yorktown Management & Research Company reported no remaining Zimmer Biomet position as of Q3 2021 after selling out during the quarter.
Yorktown Management & Research Company sold 1,494 Zimmer Biomet shares in Q3 2021, an estimated $233K.
Yorktown Management & Research Company first reported a position in Zimmer Biomet in Q3 2017 and held it in 10 quarters.
Yorktown Management & Research Company's Zimmer Biomet position peaked at $1.33M in Q4 2017.
983 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2021.

Based on Yorktown Management & Research Company's 13F filing for Q3 2021, filed 4 Nov 2021.