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Brandywine Oak Private Wealth’s Zimmer Biomet ZBH Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-551
Closed -$55K – 656
2018
Q4 		$55K Buy
+551
New +$62K 0.01% 351

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Vanguard Group
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brandywine Oak Private Wealth's ZBH Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Zimmer Biomet (ZBH) in Q1 2019, closing a stake of 551 shares — an estimated $55K sold.

Brandywine Oak Private Wealth first reported a position in ZBH in Q4 2018 and held it in 1 quarter. The position peaked at $55K in Q4 2018. 897 funds tracked by Wall St. Rank hold ZBH as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Zimmer Biomet position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 551 Zimmer Biomet shares in Q1 2019, an estimated $55K.
  • Brandywine Oak Private Wealth first reported a position in Zimmer Biomet in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Zimmer Biomet position peaked at $55K in Q4 2018.
  • 897 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.