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Empire Life Investments’s Zimmer Biomet ZBH Stock Holding History

Empire Life Investments’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
Q2 		– Sell
-274,108
Closed -$29M – 108
2018
Q1 		$29M Sell
274,108
-161,750
-37% -$18.8M 2.06% 11
2017
Q4 		$51.1M Buy
435,858
+37,051
+9% +$4.19M 3.94% 3
2017
Q3 		$45.3M Sell
398,807
-25,684
-6% -$2.96M 3.66% 3
2017
Q2 		$52.9M Buy
424,491
+4,188
+1% +$497K 4.61% 2
2017
Q1 		$42.2M Sell
420,303
-24,467
-6% -$2.77M 4.12% 2
2016
Q4 		$44.6M Buy
+444,770
New +$47.7M 3.61% 3

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Empire Life Investments's ZBH Position: Q2 2018 in Review

Empire Life Investments sold out of Zimmer Biomet (ZBH) in Q2 2018, closing a stake of 274,108 shares — an estimated $29M sold.

Empire Life Investments first reported a position in ZBH in Q4 2016 and held it in 6 quarters. The position peaked at $52.9M in Q2 2017. 869 funds tracked by Wall St. Rank hold ZBH as of Q2 2018.

  • Empire Life Investments reported no remaining Zimmer Biomet position as of Q2 2018 after selling out during the quarter.
  • Empire Life Investments sold 274,108 Zimmer Biomet shares in Q2 2018, an estimated $29M.
  • Empire Life Investments first reported a position in Zimmer Biomet in Q4 2016 and held it in 6 quarters.
  • Empire Life Investments's Zimmer Biomet position peaked at $52.9M in Q2 2017.
  • 869 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2018.

Based on Empire Life Investments's 13F filing for Q2 2018, filed 14 Aug 2018.