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Hirtle Callaghan & Co’s Zimmer Biomet ZBH Stock Holding History

Hirtle Callaghan & Co’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
2013
Q4 		– Sell
-57
Closed -$5K – 656
2013
Q3 		$5K Buy
+57
New +$4.49K ﹤0.01% 516

Other funds holding ZBH

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
IIS
Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hirtle Callaghan & Co's ZBH Position: Q4 2013 in Review

Hirtle Callaghan & Co sold out of Zimmer Biomet (ZBH) in Q4 2013, closing a stake of 57 shares — an estimated $5K sold.

Hirtle Callaghan & Co first reported a position in ZBH in Q3 2013 and held it in 1 quarter. The position peaked at $5K in Q3 2013. 694 funds tracked by Wall St. Rank hold ZBH as of Q4 2013.

  • Hirtle Callaghan & Co reported no remaining Zimmer Biomet position as of Q4 2013 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 57 Zimmer Biomet shares in Q4 2013, an estimated $5K.
  • Hirtle Callaghan & Co first reported a position in Zimmer Biomet in Q3 2013 and held it in 1 quarter.
  • Hirtle Callaghan & Co's Zimmer Biomet position peaked at $5K in Q3 2013.
  • 694 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2013.

Based on Hirtle Callaghan & Co's 13F filing for Q4 2013, filed 29 Jan 2014.