Douglas C. Lane & Associates’s Zimmer Biomet ZBH Stock Holding History

Douglas C. Lane & 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
2015 Q4	$447K	Sell	4,490 -312	-6%	-$30.5K	0.01%	177
2015 Q3	$438K	Sell	4,802 -21	-0.4%	-$2.1K	0.01%	179
2015 Q2	$512K	Buy	4,823 +253	+6%	+$28K	0.01%	169
2015 Q1	$521K	Buy	4,570 +22	+0.5%	+$2.51K	0.01%	169
2014 Q4	$501K	Hold	4,548	–	–	0.01%	169
2014 Q3	$444K	Buy	4,548 +515	+13%	+$50.7K	0.01%	166
2014 Q2	$407K	Buy	4,033 +50	+1%	+$4.88K	0.01%	170
2014 Q1	$366K	Buy	3,983 +28	+0.7%	+$2.58K	0.01%	167
2013 Q4	$358K	Buy	+3,955	New	+$342K	0.01%	167

Other funds holding ZBH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

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

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

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Douglas C. Lane & Associates's ZBH Position: Q4 2015 in Review

Douglas C. Lane & Associates reduced its Zimmer Biomet (ZBH) stake by 6.5% in Q4 2015, selling an estimated $30.5K and leaving 4,490 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #177.

Douglas C. Lane & Associates first reported a position in ZBH in Q4 2013 and has held it in 9 quarters since. The position peaked at $521K in Q1 2015. 740 funds tracked by Wall St. Rank hold ZBH as of Q4 2015.

Douglas C. Lane & Associates held 4,490 shares of Zimmer Biomet worth $447K as of Q4 2015.
Douglas C. Lane & Associates sold 312 Zimmer Biomet shares in Q4 2015, an estimated $30.5K.
Zimmer Biomet made up 0.01% of Douglas C. Lane & Associates's portfolio in Q4 2015, its #177 holding.
Douglas C. Lane & Associates first reported a position in Zimmer Biomet in Q4 2013 and has held it in 9 quarters since.
Douglas C. Lane & Associates's Zimmer Biomet position peaked at $521K in Q1 2015.
740 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q4 2015, filed 25 Jan 2016.