BFIM
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Beese Fulmer Investment Management’s Zimmer Biomet ZBH Stock Holding History

Beese Fulmer Investment Management’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
2020
Q3 		– Sell
-639
Closed -$74K – 556
2020
Q2 		$74K Buy
+639
New +$73.6K 0.01% 277

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Beese Fulmer Investment Management's ZBH Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Zimmer Biomet (ZBH) in Q3 2020, closing a stake of 639 shares — an estimated $74K sold.

Beese Fulmer Investment Management first reported a position in ZBH in Q2 2020 and held it in 1 quarter. The position peaked at $74K in Q2 2020. 930 funds tracked by Wall St. Rank hold ZBH as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Zimmer Biomet position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 639 Zimmer Biomet shares in Q3 2020, an estimated $74K.
  • Beese Fulmer Investment Management first reported a position in Zimmer Biomet in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Zimmer Biomet position peaked at $74K in Q2 2020.
  • 930 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.