Baldwin Wealth Partners’s Zimmer Biomet ZBH Stock Holding History

Baldwin Wealth Partners’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	-4,729	Closed	-$586K	–	531
2019 Q1	$586K	Sell	4,729 -30	-0.6%	-$3.41K	0.09%	113
2018 Q4	$479K	Sell	4,759 -31	-0.6%	-$3.49K	0.08%	120
2018 Q3	$611K	Sell	4,790 -77	-2%	-$9.15K	0.09%	110
2018 Q2	$527K	Sell	4,867 -92	-2%	-$10K	0.08%	122
2018 Q1	$525K	Sell	4,959 -6,881	-58%	-$799K	0.08%	119
2017 Q4	$1.39M	Sell	11,840 -360	-3%	-$40.7K	0.22%	74
2017 Q3	$1.39M	Sell	12,200 -1,957	-14%	-$226K	0.22%	72
2017 Q2	$1.76M	Buy	14,157 +61	+0.4%	+$7.23K	0.28%	60
2017 Q1	$1.67M	Buy	+14,096	New	+$1.6M	0.28%	61
2016 Q2	–	Sell	-38	Closed	-$4K	–	502
2016 Q1	$4K	Buy	+38	New	+$3.68K	﹤0.01%	448

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

Baldwin Wealth Partners's ZBH Position: Q2 2019 in Review

Baldwin Wealth Partners sold out of Zimmer Biomet (ZBH) in Q2 2019, closing a stake of 4,729 shares — an estimated $586K sold.

Baldwin Wealth Partners first reported a position in ZBH in Q1 2016 and held it in 10 quarters. The position peaked at $1.76M in Q2 2017. 883 funds tracked by Wall St. Rank hold ZBH as of Q2 2019.

Baldwin Wealth Partners reported no remaining Zimmer Biomet position as of Q2 2019 after selling out during the quarter.
Baldwin Wealth Partners sold 4,729 Zimmer Biomet shares in Q2 2019, an estimated $586K.
Baldwin Wealth Partners first reported a position in Zimmer Biomet in Q1 2016 and held it in 10 quarters.
Baldwin Wealth Partners's Zimmer Biomet position peaked at $1.76M in Q2 2017.
883 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2019.

Based on Baldwin Wealth Partners's 13F filing for Q2 2019, filed 19 Jul 2019.