BFM
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Boston Financial Management’s Zimmer Biomet ZBH Stock Holding History

Boston Financial 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
-1,107
Closed -$128K – 274
2020
Q2 		$128K Sell
1,107
-17
-2% -$1.96K 0.01% 266
2020
Q1 		$110K Buy
+1,124
New +$147K 0.01% 259
2015
Q3 		– Sell
-1,957
Closed -$208K – 198
2015
Q2 		$208K Sell
1,957
-618
-24% -$68.4K 0.03% 193
2015
Q1 		$294K Sell
2,575
-389
-13% -$44.4K 0.04% 187
2014
Q4 		$326K Hold
2,964
– – 0.04% 179
2014
Q3 		$289K Hold
2,964
– – 0.04% 184
2014
Q2 		$299K Buy
+2,964
New +$289K 0.04% 185

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

Boston Financial Management's ZBH Position: Q3 2020 in Review

Boston Financial Management sold out of Zimmer Biomet (ZBH) in Q3 2020, closing a stake of 1,107 shares — an estimated $128K sold.

Boston Financial Management first reported a position in ZBH in Q2 2014 and held it in 7 quarters. The position peaked at $326K in Q4 2014. 930 funds tracked by Wall St. Rank hold ZBH as of Q3 2020.

  • Boston Financial Management reported no remaining Zimmer Biomet position as of Q3 2020 after selling out during the quarter.
  • Boston Financial Management sold 1,107 Zimmer Biomet shares in Q3 2020, an estimated $128K.
  • Boston Financial Management first reported a position in Zimmer Biomet in Q2 2014 and held it in 7 quarters.
  • Boston Financial Management's Zimmer Biomet position peaked at $326K in Q4 2014.
  • 930 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2020.

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