HBWM
ZBH icon

Hollow Brook Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Hollow Brook Wealth 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
Q4 		– Sell
-12,287
Closed -$1.57M – 54
2018
Q3 		$1.57M Buy
12,287
+5,214
+74% +$620K 1.23% 30
2018
Q2 		$765K Buy
+7,073
New +$770K 0.6% 39

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 $1.81T AUM 41.13% 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 $6.16B AUM 3.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Hollow Brook Wealth Management's ZBH Position: Q4 2018 in Review

Hollow Brook Wealth Management sold out of Zimmer Biomet (ZBH) in Q4 2018, closing a stake of 12,287 shares — an estimated $1.57M sold.

Hollow Brook Wealth Management first reported a position in ZBH in Q2 2018 and held it in 2 quarters. The position peaked at $1.57M in Q3 2018. 872 funds tracked by Wall St. Rank hold ZBH as of Q4 2018.

  • Hollow Brook Wealth Management reported no remaining Zimmer Biomet position as of Q4 2018 after selling out during the quarter.
  • Hollow Brook Wealth Management sold 12,287 Zimmer Biomet shares in Q4 2018, an estimated $1.57M.
  • Hollow Brook Wealth Management first reported a position in Zimmer Biomet in Q2 2018 and held it in 2 quarters.
  • Hollow Brook Wealth Management's Zimmer Biomet position peaked at $1.57M in Q3 2018.
  • 872 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2018.

Based on Hollow Brook Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.