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Cornerstone Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Cornerstone Wealth 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
2018
Q4 		– Sell
-36,197
Closed -$299K – 1183
2018
Q3 		$299K Buy
36,197
+1,180
+3% +$140K ﹤0.01% 1075
2018
Q2 		$304K Buy
+35,017
New +$3.81M ﹤0.01% 1188

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cornerstone Wealth Management's ZBH Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Zimmer Biomet (ZBH) in Q4 2018, closing a stake of 36,197 shares — an estimated $299K sold.

Cornerstone Wealth Management first reported a position in ZBH in Q2 2018 and held it in 2 quarters. The position peaked at $304K in Q2 2018. 871 funds tracked by Wall St. Rank hold ZBH as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Zimmer Biomet position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 36,197 Zimmer Biomet shares in Q4 2018, an estimated $299K.
  • Cornerstone Wealth Management first reported a position in Zimmer Biomet in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Zimmer Biomet position peaked at $304K in Q2 2018.
  • 871 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.