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Banyan Partners’s Zimmer Biomet ZBH Stock Holding History

Banyan 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
2014
Q3 		$1.72M Buy
17,589
+1,089
+7% +$107K 0.15% 165
2014
Q2 		$1.66M Sell
16,500
-1,684
-9% -$164K 0.14% 175
2014
Q1 		$1.67M Sell
18,184
-5,508
-23% -$508K 0.14% 168
2013
Q4 		$2.14M Sell
23,692
-2,376
-9% -$206K 0.15% 147
2013
Q3 		$2.08M Buy
+26,068
New +$2.05M 0.18% 116

Other funds holding ZBH

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Banyan Partners's ZBH Position: Q3 2014 in Review

Banyan Partners increased its Zimmer Biomet (ZBH) stake by 6.6% in Q3 2014, buying an estimated $107K and bringing the position to 17,589 shares worth $1.72M. The position accounts for 0.15% of the portfolio, ranked #165.

Banyan Partners first reported a position in ZBH in Q3 2013 and has held it in 5 quarters since. The position peaked at $2.14M in Q4 2013. 720 funds tracked by Wall St. Rank hold ZBH as of Q3 2014.

  • Banyan Partners held 17,589 shares of Zimmer Biomet worth $1.72M as of Q3 2014.
  • Banyan Partners bought 1,089 Zimmer Biomet shares in Q3 2014, an estimated $107K.
  • Zimmer Biomet made up 0.15% of Banyan Partners's portfolio in Q3 2014, its #165 holding.
  • Banyan Partners first reported a position in Zimmer Biomet in Q3 2013 and has held it in 5 quarters since.
  • Banyan Partners's Zimmer Biomet position peaked at $2.14M in Q4 2013.
  • 720 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.