Advisory Research’s Zimmer Biomet ZBH Stock Holding History

Advisory Research’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
2014 Q2	–	Sell	-756	Closed	-$69K	–	688
2014 Q1	$69K	Buy	+756	New	+$69.7K	﹤0.01%	582

Other funds holding ZBH

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

IIS

Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Advisory Research's ZBH Position: Q2 2014 in Review

Advisory Research sold out of Zimmer Biomet (ZBH) in Q2 2014, closing a stake of 756 shares — an estimated $69K sold.

Advisory Research first reported a position in ZBH in Q1 2014 and held it in 1 quarter. The position peaked at $69K in Q1 2014. 707 funds tracked by Wall St. Rank hold ZBH as of Q2 2014.

Advisory Research reported no remaining Zimmer Biomet position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 756 Zimmer Biomet shares in Q2 2014, an estimated $69K.
Advisory Research first reported a position in Zimmer Biomet in Q1 2014 and held it in 1 quarter.
Advisory Research's Zimmer Biomet position peaked at $69K in Q1 2014.
707 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.