Buffington Mohr McNeal’s Zimmer Biomet ZBH Stock Holding History

Buffington Mohr McNeal’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 Q1	–	Sell	-1,751	Closed	-$254K	–	118
2019 Q4	$254K	Hold	1,751	–	–	0.07%	107
2019 Q3	$233K	Hold	1,751	–	–	0.07%	110
2019 Q2	$200K	Hold	1,751	–	–	0.06%	116
2019 Q1	$217K	Buy	+1,751	New	+$199K	0.07%	116
2015 Q3	–	Sell	-8,992	Closed	-$953K	–	90
2015 Q2	$953K	Sell	8,992 -644	-7%	-$71.3K	0.53%	38
2015 Q1	$1.1M	Sell	9,636 -180	-2%	-$20.5K	0.61%	36
2014 Q4	$1.08M	Hold	9,816	–	–	0.62%	34
2014 Q3	$958K	Sell	9,816 -118	-1%	-$11.6K	0.54%	36
2014 Q2	$1M	Sell	9,934 -284	-3%	-$27.7K	0.55%	35
2014 Q1	$938K	Sell	10,218 -206	-2%	-$19K	0.56%	36
2013 Q4	$943K	Sell	10,424 -103	-1%	-$8.91K	0.58%	33
2013 Q3	$839K	Sell	10,527 -592	-5%	-$46.6K	0.53%	35
2013 Q2	$809K	Buy	+11,119	New	+$831K	0.54%	36

Other funds holding ZBH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Buffington Mohr McNeal's ZBH Position: Q1 2020 in Review

Buffington Mohr McNeal sold out of Zimmer Biomet (ZBH) in Q1 2020, closing a stake of 1,751 shares — an estimated $254K sold.

Buffington Mohr McNeal first reported a position in ZBH in Q2 2013 and held it in 13 quarters. The position peaked at $1.1M in Q1 2015. 884 funds tracked by Wall St. Rank hold ZBH as of Q1 2020.

Buffington Mohr McNeal reported no remaining Zimmer Biomet position as of Q1 2020 after selling out during the quarter.
Buffington Mohr McNeal sold 1,751 Zimmer Biomet shares in Q1 2020, an estimated $254K.
Buffington Mohr McNeal first reported a position in Zimmer Biomet in Q2 2013 and held it in 13 quarters.
Buffington Mohr McNeal's Zimmer Biomet position peaked at $1.1M in Q1 2015.
884 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2020.

Based on Buffington Mohr McNeal's 13F filing for Q1 2020, filed 8 Apr 2020.