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Asset Planning Services (Pennsylvania)’s Zimmer Biomet ZBH Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q4 		– Sell
-50
Closed -$7K – 267
2019
Q3 		$7K Hold
50
– – ﹤0.01% 226
2019
Q2 		$6K Hold
50
– – ﹤0.01% 224
2019
Q1 		$6K Hold
50
– – ﹤0.01% 226
2018
Q4 		$5K Hold
50
– – ﹤0.01% 231
2018
Q3 		$6K Hold
50
– – ﹤0.01% 227
2018
Q2 		$5K Hold
50
– – ﹤0.01% 230
2018
Q1 		$5K Hold
50
– – ﹤0.01% 236
2017
Q4 		$6K Hold
50
– – ﹤0.01% 233
2017
Q3 		$6K Buy
50
+1
+2% +$115 ﹤0.01% 255
2017
Q2 		$6K Hold
49
– – ﹤0.01% 256
2017
Q1 		$6K Buy
+49
New +$5.55K ﹤0.01% 249

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s ZBH Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Zimmer Biomet (ZBH) in Q4 2019, closing a stake of 50 shares — an estimated $7K sold.

Asset Planning Services (Pennsylvania) first reported a position in ZBH in Q1 2017 and held it in 11 quarters. The position peaked at $7K in Q3 2019. 989 funds tracked by Wall St. Rank hold ZBH as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining Zimmer Biomet position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 50 Zimmer Biomet shares in Q4 2019, an estimated $7K.
  • Asset Planning Services (Pennsylvania) first reported a position in Zimmer Biomet in Q1 2017 and held it in 11 quarters.
  • Asset Planning Services (Pennsylvania)'s Zimmer Biomet position peaked at $7K in Q3 2019.
  • 989 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.