Zimmer Biomet Holdings, Inc.
CH ˙ SWX ˙ US98956P1021
157,00 CHF ↑7,77 (5,37%)
2021-04-13
DEL PRIS
SecurityCH:ZBH / Zimmer Biomet Holdings, Inc.
InstitutionEvermay Wealth Management Llc
Latest Disclosed Ownership678 shares
Latest Disclosed Value $ 61,468
Evermay Wealth Management Llc ownership in ZBH / Zimmer Biomet Holdings, Inc.

On May 11, 2026 - Evermay Wealth Management Llc filed a 13F-HR form disclosing ownership of 678 shares of Zimmer Biomet Holdings, Inc. (CH:ZBH) valued at $61,468 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 678 shares of Zimmer Biomet Holdings, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $106,446 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 678 0 0.00 61 0.00 0.0068
2026-01-22 2025-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 678 0 0.00 61 -7.58 0.0069
2025-11-05 2025-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 678 0 0.00 67 6.45 0.0077
2025-07-30 2025-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 678 -940 -58.10 62 -66.12 0.0076
2025-05-07 2025-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 1,618 -80 -4.71 184 2.23 0.0241
2025-01-24 2024-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 1,698 -60 -3.41 180 -5.79 0.0272
2024-10-25 2024-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 1,758 0 0.00 190 -0.52 0.0306
2024-08-01 2024-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 1,758 120 7.33 191 -11.57 0.0307
2024-05-14 2024-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 1,638 47 2.95 217 11.92 0.0327
2024-02-12 2023-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 1,591 3 0.19 194 8.43 0.0358
2023-11-14 2023-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 1,588 0 0.00 179 -22.94 0.0365
2023-08-10 2023-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 1,588 -100 -5.92 232 5.96 0.0446
2023-05-15 2023-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 1,688 0 0.00 218 1.40 0.0441
2023-01-19 2022-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 1,688 -100 -5.59 216 14.97 0.0439
2022-11-14 2022-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 1,788 0 0.00 187 -0.53 0.0372
2022-08-15 2022-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 1,788 0 0.00 188 -17.90 0.0365
2022-05-16 2022-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 1,788 0 0.00 229 0.88 0.0384
2022-02-14 2021-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 1,788 130 7.84 227 -6.58 0.0406
2021-11-12 2021-09-30 13F/A-1 ZIMMER BIOMET HOLDINGS COM 98956P102 1,658 -883 -34.75 243 -40.59 0.0471
2021-11-12 2021-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 2,541 0 409 0.0758
2021-08-13 2021-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 2,541 0 0.00 409 0.49 0.0758
2021-05-10 2021-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 2,541 0 0.00 407 3.83 0.0814
2021-02-16 2020-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 2,541 0 0.00 392 13.29 0.0864
2020-11-05 2020-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 2,541 300 13.39 346 29.59 0.0850
2020-07-20 2020-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 2,241 2,241 267 0.0703
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.