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Chesley Taft & Associates’s Zimmer Biomet ZBH Stock Holding History

Chesley Taft & Associates’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
2018
Q1 		– Sell
-1,727
Closed -$202K – 290
2017
Q4 		$202K Buy
+1,727
New +$195K 0.02% 282
2017
Q3 		– Sell
-1,743
Closed -$217K – 284
2017
Q2 		$217K Sell
1,743
-31
-2% -$3.67K 0.02% 268
2017
Q1 		$210K Buy
+1,774
New +$201K 0.02% 270

Other funds holding ZBH

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chesley Taft & Associates's ZBH Position: Q1 2018 in Review

Chesley Taft & Associates sold out of Zimmer Biomet (ZBH) in Q1 2018, closing a stake of 1,727 shares — an estimated $202K sold.

Chesley Taft & Associates first reported a position in ZBH in Q1 2017 and held it in 3 quarters. The position peaked at $217K in Q2 2017. 875 funds tracked by Wall St. Rank hold ZBH as of Q1 2018.

  • Chesley Taft & Associates reported no remaining Zimmer Biomet position as of Q1 2018 after selling out during the quarter.
  • Chesley Taft & Associates sold 1,727 Zimmer Biomet shares in Q1 2018, an estimated $202K.
  • Chesley Taft & Associates first reported a position in Zimmer Biomet in Q1 2017 and held it in 3 quarters.
  • Chesley Taft & Associates's Zimmer Biomet position peaked at $217K in Q2 2017.
  • 875 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2018.

Based on Chesley Taft & Associates's 13F filing for Q1 2018, filed 11 Apr 2018.