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Bruderman Asset Management’s Zimmer Biomet ZBH Stock Holding History

Bruderman Asset 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
2019
Q2 		– Sell
-848
Closed -$105K – 593
2019
Q1 		$105K Sell
848
-22
-3% -$2.5K 0.02% 191
2018
Q4 		$88K Buy
+870
New +$97.8K 0.02% 192
2016
Q4 		– Sell
-3,319
Closed -$419K – 393
2016
Q3 		$419K Buy
+3,319
New +$410K 0.13% 90

Other funds holding ZBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bruderman Asset Management's ZBH Position: Q2 2019 in Review

Bruderman Asset Management sold out of Zimmer Biomet (ZBH) in Q2 2019, closing a stake of 848 shares — an estimated $105K sold.

Bruderman Asset Management first reported a position in ZBH in Q3 2016 and held it in 3 quarters. The position peaked at $419K in Q3 2016. 883 funds tracked by Wall St. Rank hold ZBH as of Q2 2019.

  • Bruderman Asset Management reported no remaining Zimmer Biomet position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 848 Zimmer Biomet shares in Q2 2019, an estimated $105K.
  • Bruderman Asset Management first reported a position in Zimmer Biomet in Q3 2016 and held it in 3 quarters.
  • Bruderman Asset Management's Zimmer Biomet position peaked at $419K in Q3 2016.
  • 883 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.