DC Investments Management’s Zimmer Biomet ZBH Stock Holding History

DC Investments 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
2020 Q3	–	Sell	-1,923	Closed	-$223K	–	310
2020 Q2	$223K	Sell	1,923 -1,799	-48%	-$207K	0.08%	288
2020 Q1	$365K	Buy	3,722 +323	+10%	+$42.3K	0.3%	138
2019 Q4	$494K	Hold	3,399	–	–	0.38%	123
2019 Q3	$453K	Sell	3,399 -215	-6%	-$27.8K	0.26%	165
2019 Q2	$413K	Sell	3,614 -691	-16%	-$80.9K	0.23%	188
2019 Q1	$534K	Hold	4,305	–	–	0.34%	138
2018 Q4	$434K	Sell	4,305 -631	-13%	-$71K	0.35%	150
2018 Q3	$630K	Sell	4,936 -132	-3%	-$15.7K	0.43%	45
2018 Q2	$548K	Buy	+5,068	New	+$552K	0.35%	127
2018 Q1	–	Sell	-3,665	Closed	-$429K	–	341
2017 Q4	$429K	Buy	+3,665	New	+$414K	0.18%	154

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

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

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

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

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

DC Investments Management's ZBH Position: Q3 2020 in Review

DC Investments Management sold out of Zimmer Biomet (ZBH) in Q3 2020, closing a stake of 1,923 shares — an estimated $223K sold.

DC Investments Management first reported a position in ZBH in Q4 2017 and held it in 10 quarters. The position peaked at $630K in Q3 2018. 930 funds tracked by Wall St. Rank hold ZBH as of Q3 2020.

DC Investments Management reported no remaining Zimmer Biomet position as of Q3 2020 after selling out during the quarter.
DC Investments Management sold 1,923 Zimmer Biomet shares in Q3 2020, an estimated $223K.
DC Investments Management first reported a position in Zimmer Biomet in Q4 2017 and held it in 10 quarters.
DC Investments Management's Zimmer Biomet position peaked at $630K in Q3 2018.
930 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2020.

Based on DC Investments Management's 13F filing for Q3 2020, filed 4 Nov 2020.