Gideon Capital Advisors’s Zimmer Biomet ZBH Stock Holding History

Gideon Capital 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
2020 Q1	–	Sell	-13,438	Closed	-$1.95M	–	222
2019 Q4	$1.95M	Sell	13,438 -849	-6%	-$117K	0.67%	44
2019 Q3	$1.9M	Buy	14,287 +4,067	+40%	+$525K	0.62%	50
2019 Q2	$1.17M	Buy	+10,220	New	+$1.2M	0.4%	90
2014 Q2	–	Sell	-7,059	Closed	-$648K	–	329
2014 Q1	$648K	Buy	+7,059	New	+$651K	0.36%	94

Other funds holding ZBH

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Gideon Capital Advisors's ZBH Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Zimmer Biomet (ZBH) in Q1 2020, closing a stake of 13,438 shares — an estimated $1.95M sold.

Gideon Capital Advisors first reported a position in ZBH in Q1 2014 and held it in 4 quarters. The position peaked at $1.95M in Q4 2019. 884 funds tracked by Wall St. Rank hold ZBH as of Q1 2020.

Gideon Capital Advisors reported no remaining Zimmer Biomet position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 13,438 Zimmer Biomet shares in Q1 2020, an estimated $1.95M.
Gideon Capital Advisors first reported a position in Zimmer Biomet in Q1 2014 and held it in 4 quarters.
Gideon Capital Advisors's Zimmer Biomet position peaked at $1.95M in Q4 2019.
884 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.