ESB
ZBH icon

Essex Savings Bank’s Zimmer Biomet ZBH Stock Holding History

Essex Savings Bank’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
2019
Q3 		– Sell
-1,298
Closed -$149K – 628
2019
Q2 		$149K Buy
1,298
+680
+110% +$79.6K 0.05% 270
2019
Q1 		$77K Hold
618
– – 0.04% 249
2018
Q4 		$62K Buy
+618
New +$69.5K 0.04% 267

Other funds holding ZBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $315B AUM 27.84% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Essex Savings Bank's ZBH Position: Q3 2019 in Review

Essex Savings Bank sold out of Zimmer Biomet (ZBH) in Q3 2019, closing a stake of 1,298 shares — an estimated $149K sold.

Essex Savings Bank first reported a position in ZBH in Q4 2018 and held it in 3 quarters. The position peaked at $149K in Q2 2019. 897 funds tracked by Wall St. Rank hold ZBH as of Q3 2019.

  • Essex Savings Bank reported no remaining Zimmer Biomet position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 1,298 Zimmer Biomet shares in Q3 2019, an estimated $149K.
  • Essex Savings Bank first reported a position in Zimmer Biomet in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's Zimmer Biomet position peaked at $149K in Q2 2019.
  • 897 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.