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Gary Goldberg Planning Services’s Zimmer Biomet ZBH Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		– Sell
-28
Closed -$3K – 496
2014
Q3 		$3K Buy
+28
New +$2.75K ﹤0.01% 447

Other funds holding ZBH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gary Goldberg Planning Services's ZBH Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of Zimmer Biomet (ZBH) in Q4 2014, closing a stake of 28 shares — an estimated $3K sold.

Gary Goldberg Planning Services first reported a position in ZBH in Q3 2014 and held it in 1 quarter. The position peaked at $3K in Q3 2014. 750 funds tracked by Wall St. Rank hold ZBH as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining Zimmer Biomet position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 28 Zimmer Biomet shares in Q4 2014, an estimated $3K.
  • Gary Goldberg Planning Services first reported a position in Zimmer Biomet in Q3 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Zimmer Biomet position peaked at $3K in Q3 2014.
  • 750 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.