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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Zimmer Biomet ZBH Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018
Q3 		– Sell
-118
Closed -$13K – 393
2018
Q2 		$13K Hold
118
– – ﹤0.01% 299
2018
Q1 		$13K Hold
118
– – ﹤0.01% 300
2017
Q4 		$15K Buy
118
+29
+33% +$3.28K 0.04% 164
2017
Q3 		$10K Hold
89
– – ﹤0.01% 284
2017
Q2 		$11K Hold
89
– – ﹤0.01% 268
2017
Q1 		$11K Hold
89
– – ﹤0.01% 285
2016
Q4 		$9K Hold
89
– – ﹤0.01% 338
2016
Q3 		$11K Hold
89
– – ﹤0.01% 291
2016
Q2 		$10K Hold
89
– – ﹤0.01% 274
2016
Q1 		$9K Hold
89
– – ﹤0.01% 276
2015
Q4 		$9K Buy
+89
New +$8.71K ﹤0.01% 265

Other funds holding ZBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's ZBH Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Zimmer Biomet (ZBH) in Q3 2018, closing a stake of 118 shares — an estimated $13K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in ZBH in Q4 2015 and held it in 11 quarters. The position peaked at $15K in Q4 2017. 892 funds tracked by Wall St. Rank hold ZBH as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Zimmer Biomet position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 118 Zimmer Biomet shares in Q3 2018, an estimated $13K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Zimmer Biomet in Q4 2015 and held it in 11 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Zimmer Biomet position peaked at $15K in Q4 2017.
  • 892 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.