Geneva Advisors’s Zimmer Biomet ZBH Stock Holding History

Geneva 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
2017 Q2	$271K	Buy	2,170 +56	+3%	+$6.64K	﹤0.01%	618
2017 Q1	$251K	Buy	+2,114	New	+$240K	﹤0.01%	637
2016 Q4	–	Sell	-7,504	Closed	-$947K	–	815
2016 Q3	$947K	Buy	7,504 +88	+1%	+$10.9K	0.02%	334
2016 Q2	$867K	Buy	7,416 +2,663	+56%	+$301K	0.02%	336
2016 Q1	$492K	Buy	+4,753	New	+$460K	0.01%	433

Other funds holding ZBH

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

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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Geneva Advisors's ZBH Position: Q2 2017 in Review

Geneva Advisors increased its Zimmer Biomet (ZBH) stake by 2.6% in Q2 2017, buying an estimated $6.64K and bringing the position to 2,170 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Geneva Advisors first reported a position in ZBH in Q1 2016 and has held it in 5 quarters since. The position peaked at $947K in Q3 2016. 819 funds tracked by Wall St. Rank hold ZBH as of Q2 2017.

Geneva Advisors held 2,170 shares of Zimmer Biomet worth $271K as of Q2 2017.
Geneva Advisors bought 56 Zimmer Biomet shares in Q2 2017, an estimated $6.64K.
Zimmer Biomet made up ﹤0.01% of Geneva Advisors's portfolio in Q2 2017, its #618 holding.
Geneva Advisors first reported a position in Zimmer Biomet in Q1 2016 and has held it in 5 quarters since.
Geneva Advisors's Zimmer Biomet position peaked at $947K in Q3 2016.
819 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.