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Evanston Advisors’s Zimmer Biomet ZBH Stock Holding History

Evanston Advisors’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
2013
Q4 		– Sell
-61,106
Closed -$4.87M – 60
2013
Q3 		$4.87M Buy
61,106
+222
+0.4% +$17.5K 1.96% 23
2013
Q2 		$4.43M Buy
+60,884
New +$4.55M 1.97% 28

Other funds holding ZBH

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
IIS
Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evanston Advisors's ZBH Position: Q4 2013 in Review

Evanston Advisors sold out of Zimmer Biomet (ZBH) in Q4 2013, closing a stake of 61,106 shares — an estimated $4.87M sold.

Evanston Advisors first reported a position in ZBH in Q2 2013 and held it in 2 quarters. The position peaked at $4.87M in Q3 2013. 694 funds tracked by Wall St. Rank hold ZBH as of Q4 2013.

  • Evanston Advisors reported no remaining Zimmer Biomet position as of Q4 2013 after selling out during the quarter.
  • Evanston Advisors sold 61,106 Zimmer Biomet shares in Q4 2013, an estimated $4.87M.
  • Evanston Advisors first reported a position in Zimmer Biomet in Q2 2013 and held it in 2 quarters.
  • Evanston Advisors's Zimmer Biomet position peaked at $4.87M in Q3 2013.
  • 694 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2013.

Based on Evanston Advisors's 13F filing for Q4 2013, filed 10 Feb 2014.