Ownership history in SYM FINANCIAL Corp Β· 26 quarters on record
This page tracks every 13F SEC filing in which SYM FINANCIAL Corp reported a position in ZIMMER BIOMET HLDGS INC (ZBH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π SYM FINANCIAL Corp underperformed the S&P 500 by β16.5% annually on this ZBH position. Timing score: 47% (9/19 decisions correct). Average cost basis: $99.19. Maximum drawdown during holding period: β39.6%.
β Significantly underperformed the S&P 500 by 16.5% ann.
24 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
9 of 19 add/trim decisions correct
Best entry: $90.75 (2025 Q2) Β· Worst: $150.33 (2021 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
10 adds Β· 11 trims. Bought during 7 of 10 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size