Aevitas Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Aevitas Wealth Management’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 Q2	–	Sell	-727	Closed	-$90K	–	366
2019 Q1	$90K	Hold	727	–	–	0.08%	144
2018 Q4	$73K	Hold	727	–	–	0.07%	146
2018 Q3	$93K	Hold	727	–	–	0.08%	147
2018 Q2	$79K	Buy	727 +310	+74%	+$33.7K	0.08%	152
2018 Q1	$44K	Hold	417	–	–	0.04%	189
2017 Q4	$49K	Buy	+417	New	+$47.2K	0.05%	186

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Aevitas Wealth Management's ZBH Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Zimmer Biomet (ZBH) in Q2 2019, closing a stake of 727 shares — an estimated $90K sold.

Aevitas Wealth Management first reported a position in ZBH in Q4 2017 and held it in 6 quarters. The position peaked at $93K in Q3 2018. 883 funds tracked by Wall St. Rank hold ZBH as of Q2 2019.

Aevitas Wealth Management reported no remaining Zimmer Biomet position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 727 Zimmer Biomet shares in Q2 2019, an estimated $90K.
Aevitas Wealth Management first reported a position in Zimmer Biomet in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Zimmer Biomet position peaked at $93K in Q3 2018.
883 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.