BKS Advisors’s Zimmer Biomet ZBH Stock Holding History

BKS Advisors’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
2018 Q4	–	Sell	-1,805	Closed	-$230K	–	228
2018 Q3	$230K	Sell	1,805 -139	-7%	-$16.5K	0.08%	190
2018 Q2	$210K	Sell	1,944 -16	-0.8%	-$1.74K	0.07%	213
2018 Q1	$208K	Buy	+1,960	New	+$228K	0.08%	196
2017 Q3	–	Sell	-1,659	Closed	-$207K	–	221
2017 Q2	$207K	Buy	+1,659	New	+$197K	0.08%	189

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BKS Advisors's ZBH Position: Q4 2018 in Review

BKS Advisors sold out of Zimmer Biomet (ZBH) in Q4 2018, closing a stake of 1,805 shares — an estimated $230K sold.

BKS Advisors first reported a position in ZBH in Q2 2017 and held it in 4 quarters. The position peaked at $230K in Q3 2018. 871 funds tracked by Wall St. Rank hold ZBH as of Q4 2018.

BKS Advisors reported no remaining Zimmer Biomet position as of Q4 2018 after selling out during the quarter.
BKS Advisors sold 1,805 Zimmer Biomet shares in Q4 2018, an estimated $230K.
BKS Advisors first reported a position in Zimmer Biomet in Q2 2017 and held it in 4 quarters.
BKS Advisors's Zimmer Biomet position peaked at $230K in Q3 2018.
871 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2018.

Based on BKS Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.