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Global Endowment Management’s Zimmer Biomet ZBH Stock Holding History

Global Endowment 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
2019
Q3 		– Sell
-15,759
Closed -$1.8M – 169
2019
Q2 		$1.8M Buy
+15,759
New +$1.85M 0.17% 47
2018
Q1 		– Sell
-30,385
Closed -$3.56M – 239
2017
Q4 		$3.56M Buy
+30,385
New +$3.44M 0.52% 34
2017
Q1 		– Sell
-28,634
Closed -$2.87M – 275
2016
Q4 		$2.87M Buy
+28,634
New +$3.07M 0.45% 32

Other funds holding ZBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $298B AUM 21.96% 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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Global Endowment Management's ZBH Position: Q3 2019 in Review

Global Endowment Management sold out of Zimmer Biomet (ZBH) in Q3 2019, closing a stake of 15,759 shares — an estimated $1.8M sold.

Global Endowment Management first reported a position in ZBH in Q4 2016 and held it in 3 quarters. The position peaked at $3.56M in Q4 2017. 896 funds tracked by Wall St. Rank hold ZBH as of Q3 2019.

  • Global Endowment Management reported no remaining Zimmer Biomet position as of Q3 2019 after selling out during the quarter.
  • Global Endowment Management sold 15,759 Zimmer Biomet shares in Q3 2019, an estimated $1.8M.
  • Global Endowment Management first reported a position in Zimmer Biomet in Q4 2016 and held it in 3 quarters.
  • Global Endowment Management's Zimmer Biomet position peaked at $3.56M in Q4 2017.
  • 896 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2019.

Based on Global Endowment Management's 13F filing for Q3 2019, filed 13 Nov 2019.