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Alera Investment Advisors’s Zimmer Biomet ZBH Stock Holding History

Alera Investment Advisors’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
-27
Closed -$3K – 1046
2019
Q1 		$3K Sell
27
-70
-72% -$7.96K ﹤0.01% 761
2018
Q4 		$10K Buy
+97
New +$10.9K 0.01% 441

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Alera Investment Advisors's ZBH Position: Q2 2019 in Review

Alera Investment Advisors sold out of Zimmer Biomet (ZBH) in Q2 2019, closing a stake of 27 shares — an estimated $3K sold.

Alera Investment Advisors first reported a position in ZBH in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q4 2018. 883 funds tracked by Wall St. Rank hold ZBH as of Q2 2019.

  • Alera Investment Advisors reported no remaining Zimmer Biomet position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 27 Zimmer Biomet shares in Q2 2019, an estimated $3K.
  • Alera Investment Advisors first reported a position in Zimmer Biomet in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Zimmer Biomet position peaked at $10K in Q4 2018.
  • 883 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.