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Aris Wealth Services’s Zimmer Biomet ZBH Stock Holding History

Aris Wealth Services’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
2015
Q3 		$4K Sell
42
-206
-83% -$20.7K 0.01% 295
2015
Q2 		$26K Hold
248
– – 0.02% 292
2015
Q1 		$28K Buy
+248
New +$28.3K 0.03% 281

Other funds holding ZBH

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Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Aris Wealth Services's ZBH Position: Q3 2015 in Review

Aris Wealth Services reduced its Zimmer Biomet (ZBH) stake by 83% in Q3 2015, selling an estimated $20.7K and leaving 42 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #295.

Aris Wealth Services first reported a position in ZBH in Q1 2015 and has held it in 3 quarters since. The position peaked at $28K in Q1 2015. 725 funds tracked by Wall St. Rank hold ZBH as of Q3 2015.

  • Aris Wealth Services held 42 shares of Zimmer Biomet worth $4K as of Q3 2015.
  • Aris Wealth Services sold 206 Zimmer Biomet shares in Q3 2015, an estimated $20.7K.
  • Zimmer Biomet made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #295 holding.
  • Aris Wealth Services first reported a position in Zimmer Biomet in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Zimmer Biomet position peaked at $28K in Q1 2015.
  • 725 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.