Gargoyle Investment Advisor’s Zimmer Biomet ZBH Stock Holding History

Gargoyle Investment Advisor’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 Q4	$1.06M	Sell	7,297 -1,030	-12%	-$142K	1.64%	13
2019 Q3	$1.11M	Hold	8,327	–	–	1.4%	24
2019 Q2	$952K	Sell	8,327 -2,729	-25%	-$320K	1.06%	44
2019 Q1	$1.37M	Hold	11,056	–	–	1.32%	22
2018 Q4	$1.11M	Sell	11,056 -4,497	-29%	-$506K	1.02%	45
2018 Q3	$1.99M	Sell	15,553 -542	-3%	-$64.4K	1.43%	30
2018 Q2	$1.74M	Buy	16,095 +542	+3%	+$59K	0.97%	55
2018 Q1	$1.65M	Buy	+15,553	New	+$1.81M	0.68%	62

Other funds holding ZBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Gargoyle Investment Advisor's ZBH Position: Q4 2019 in Review

Gargoyle Investment Advisor reduced its Zimmer Biomet (ZBH) stake by 12% in Q4 2019, selling an estimated $142K and leaving 7,297 shares worth $1.06M. The position accounts for 1.64% of the portfolio, ranked #13.

Gargoyle Investment Advisor first reported a position in ZBH in Q1 2018 and has held it in 8 quarters since. The position peaked at $1.99M in Q3 2018. 989 funds tracked by Wall St. Rank hold ZBH as of Q4 2019.

Gargoyle Investment Advisor held 7,297 shares of Zimmer Biomet worth $1.06M as of Q4 2019.
Gargoyle Investment Advisor sold 1,030 Zimmer Biomet shares in Q4 2019, an estimated $142K.
Zimmer Biomet made up 1.64% of Gargoyle Investment Advisor's portfolio in Q4 2019, its #13 holding.
Gargoyle Investment Advisor first reported a position in Zimmer Biomet in Q1 2018 and has held it in 8 quarters since.
Gargoyle Investment Advisor's Zimmer Biomet position peaked at $1.99M in Q3 2018.
989 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2019.

Based on Gargoyle Investment Advisor's 13F filing for Q4 2019, filed 18 Feb 2020.