Alerus Investment Advisors’s Zimmer Biomet ZBH Stock Holding History

Alerus 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
2016 Q1	$3.66M	Buy	35,386 +2,380	+7%	+$230K	0.64%	51
2015 Q4	$3.29M	Buy	33,006 +2,978	+10%	+$291K	0.55%	58
2015 Q3	$2.74M	Buy	30,028 +29,864	+18,210%	+$2.99M	0.48%	63
2015 Q2	$17K	Buy	+164	New	+$18.1K	﹤0.01%	146

Other funds holding ZBH

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIT

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

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

Alerus Investment Advisors's ZBH Position: Q1 2016 in Review

Alerus Investment Advisors increased its Zimmer Biomet (ZBH) stake by 7.2% in Q1 2016, buying an estimated $230K and bringing the position to 35,386 shares worth $3.66M. The position accounts for 0.64% of the portfolio, ranked #51.

Alerus Investment Advisors first reported a position in ZBH in Q2 2015 and has held it in 4 quarters since. 747 funds tracked by Wall St. Rank hold ZBH as of Q1 2016.

Alerus Investment Advisors held 35,386 shares of Zimmer Biomet worth $3.66M as of Q1 2016.
Alerus Investment Advisors bought 2,380 Zimmer Biomet shares in Q1 2016, an estimated $230K.
Zimmer Biomet made up 0.64% of Alerus Investment Advisors's portfolio in Q1 2016, its #51 holding.
Alerus Investment Advisors first reported a position in Zimmer Biomet in Q2 2015 and has held it in 4 quarters since.
747 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2016.

Based on Alerus Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.