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Engrave Wealth Partners’s Zimmer Biomet ZBH Stock Holding History

Engrave Wealth Partners’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
-103
Closed -$11K – 430
2020
Q2 		$11K Hold
103
– – 0.01% 242
2020
Q1 		$10K Hold
103
– – 0.01% 213
2019
Q4 		$14K Buy
+103
New +$14.2K 0.01% 269

Other funds holding ZBH

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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Engrave Wealth Partners's ZBH Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Zimmer Biomet (ZBH) in Q3 2020, closing a stake of 103 shares — an estimated $11K sold.

Engrave Wealth Partners first reported a position in ZBH in Q4 2019 and held it in 3 quarters. The position peaked at $14K in Q4 2019. 930 funds tracked by Wall St. Rank hold ZBH as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Zimmer Biomet position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 103 Zimmer Biomet shares in Q3 2020, an estimated $11K.
  • Engrave Wealth Partners first reported a position in Zimmer Biomet in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Zimmer Biomet position peaked at $14K in Q4 2019.
  • 930 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.