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Advisor Group’s Zimmer Biomet ZBH Stock Holding History

Advisor Group’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
2019
Q4 		$996K Buy
6,847
+479
+8% +$66.1K 0.01% 1194
2019
Q3 		$849K Sell
6,368
-383
-6% -$49.5K 0.01% 1245
2019
Q2 		$774K Buy
6,751
+161
+2% +$18.9K 0.01% 1306
2019
Q1 		$817K Sell
6,590
-242
-4% -$27.5K 0.01% 1228
2018
Q4 		$688K Buy
6,832
+221
+3% +$24.9K 0.01% 1191
2018
Q3 		$845K Buy
6,611
+1,573
+31% +$187K 0.01% 1106
2018
Q2 		$546K Buy
5,038
+412
+9% +$44.8K 0.01% 1241
2018
Q1 		$490K Sell
4,626
-3,179
-41% -$369K 0.01% 1340
2017
Q4 		$915K Buy
7,805
+67
+0.9% +$7.58K 0.01% 939
2017
Q3 		$879K Sell
7,738
-613
-7% -$70.8K 0.01% 870
2017
Q2 		$1.04M Sell
8,351
-757
-8% -$89.7K 0.02% 734
2017
Q1 		$1.08M Buy
9,108
+987
+12% +$112K 0.02% 677
2016
Q4 		$814K Buy
8,121
+555
+7% +$59.5K 0.02% 748
2016
Q3 		$956K Buy
7,566
+238
+3% +$29.4K 0.02% 649
2016
Q2 		$854K Buy
+7,328
New +$829K 0.02% 675

Other funds holding ZBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Advisor Group's ZBH Position: Q4 2019 in Review

Advisor Group increased its Zimmer Biomet (ZBH) stake by 7.5% in Q4 2019, buying an estimated $66.1K and bringing the position to 6,847 shares worth $996K. The position accounts for 0.01% of the portfolio, ranked #1194.

Advisor Group first reported a position in ZBH in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.08M in Q1 2017. 989 funds tracked by Wall St. Rank hold ZBH as of Q4 2019.

  • Advisor Group held 6,847 shares of Zimmer Biomet worth $996K as of Q4 2019.
  • Advisor Group bought 479 Zimmer Biomet shares in Q4 2019, an estimated $66.1K.
  • Zimmer Biomet made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1194 holding.
  • Advisor Group first reported a position in Zimmer Biomet in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Zimmer Biomet position peaked at $1.08M in Q1 2017.
  • 989 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.