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Bogle Investment Management’s Zimmer Biomet ZBH Stock Holding History

Bogle 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
-36,829
Closed -$4.27M – 335
2020
Q2 		$4.27M Sell
36,829
-81,291
-69% -$9.37M 0.71% 50
2020
Q1 		$11.6M Buy
118,120
+29,498
+33% +$3.87M 1.21% 5
2019
Q4 		$12.9M Sell
88,622
-3,776
-4% -$521K 1.2% 19
2019
Q3 		$12.3M Sell
92,398
-10,663
-10% -$1.38M 1.06% 30
2019
Q2 		$11.8M Hold
103,061
– – 0.92% 41
2019
Q1 		$12.8M Buy
103,061
+85,720
+494% +$9.74M 0.98% 27
2018
Q4 		$1.75M Buy
+17,341
New +$1.95M 0.14% 166

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

Bogle Investment Management's ZBH Position: Q3 2020 in Review

Bogle Investment Management sold out of Zimmer Biomet (ZBH) in Q3 2020, closing a stake of 36,829 shares — an estimated $4.27M sold.

Bogle Investment Management first reported a position in ZBH in Q4 2018 and held it in 7 quarters. The position peaked at $12.9M in Q4 2019. 930 funds tracked by Wall St. Rank hold ZBH as of Q3 2020.

  • Bogle Investment Management reported no remaining Zimmer Biomet position as of Q3 2020 after selling out during the quarter.
  • Bogle Investment Management sold 36,829 Zimmer Biomet shares in Q3 2020, an estimated $4.27M.
  • Bogle Investment Management first reported a position in Zimmer Biomet in Q4 2018 and held it in 7 quarters.
  • Bogle Investment Management's Zimmer Biomet position peaked at $12.9M in Q4 2019.
  • 930 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2020.

Based on Bogle Investment Management's 13F filing for Q3 2020, filed 12 Nov 2020.