EverPoint Asset Management’s Zimmer Biomet ZBH Stock Holding History

EverPoint Asset Management’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
2016 Q4	$8.26M	Sell	82,400 -169,950	-67%	-$18.2M	0.15%	166
2016 Q3	$31.9M	Buy	252,350 +66,950	+36%	+$8.27M	0.57%	40
2016 Q2	$21.7M	Sell	185,400 -97,850	-35%	-$11.1M	0.43%	60
2016 Q1	$29.3M	Hold	283,250	–	–	0.58%	29
2015 Q4	$28.2M	Buy	+283,250	New	+$27.7M	0.59%	33
2015 Q2	–	Sell	-41,200	Closed	-$4.7M	–	605
2015 Q1	$4.7M	Buy	+41,200	New	+$4.7M	0.09%	298
2014 Q4	–	Sell	-51,500	Closed	-$5.03M	–	566
2014 Q3	$5.03M	Buy	+51,500	New	+$5.07M	0.11%	247

Other funds holding ZBH

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

EverPoint Asset Management's ZBH Position: Q4 2016 in Review

EverPoint Asset Management reduced its Zimmer Biomet (ZBH) stake by 67% in Q4 2016, selling an estimated $18.2M and leaving 82,400 shares worth $8.26M. The position accounts for 0.15% of the portfolio, ranked #166.

EverPoint Asset Management first reported a position in ZBH in Q3 2014 and has held it in 7 quarters since. The position peaked at $31.9M in Q3 2016. 813 funds tracked by Wall St. Rank hold ZBH as of Q4 2016.

EverPoint Asset Management held 82,400 shares of Zimmer Biomet worth $8.26M as of Q4 2016.
EverPoint Asset Management sold 169,950 Zimmer Biomet shares in Q4 2016, an estimated $18.2M.
Zimmer Biomet made up 0.15% of EverPoint Asset Management's portfolio in Q4 2016, its #166 holding.
EverPoint Asset Management first reported a position in Zimmer Biomet in Q3 2014 and has held it in 7 quarters since.
EverPoint Asset Management's Zimmer Biomet position peaked at $31.9M in Q3 2016.
813 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2016.

Based on EverPoint Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.