Intellectus Partners’s Zimmer Biomet ZBH Stock Holding History

Intellectus Partners’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	-249	Closed	-$32K	–	538
2018 Q3	$32K	Hold	249	–	–	0.01%	388
2018 Q2	$27K	Hold	249	–	–	0.01%	398
2018 Q1	$26K	Hold	249	–	–	0.01%	403
2017 Q4	$29K	Hold	249	–	–	0.01%	394
2017 Q3	$28K	Hold	249	–	–	0.01%	493
2017 Q2	$31K	Hold	249	–	–	0.01%	450
2017 Q1	$30K	Hold	249	–	–	0.02%	407
2016 Q4	$25K	Buy	+249	New	+$26.7K	0.01%	425

Other funds holding ZBH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Intellectus Partners's ZBH Position: Q4 2018 in Review

Intellectus Partners sold out of Zimmer Biomet (ZBH) in Q4 2018, closing a stake of 249 shares — an estimated $32K sold.

Intellectus Partners first reported a position in ZBH in Q4 2016 and held it in 8 quarters. The position peaked at $32K in Q3 2018. 872 funds tracked by Wall St. Rank hold ZBH as of Q4 2018.

Intellectus Partners reported no remaining Zimmer Biomet position as of Q4 2018 after selling out during the quarter.
Intellectus Partners sold 249 Zimmer Biomet shares in Q4 2018, an estimated $32K.
Intellectus Partners first reported a position in Zimmer Biomet in Q4 2016 and held it in 8 quarters.
Intellectus Partners's Zimmer Biomet position peaked at $32K in Q3 2018.
872 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2018.

Based on Intellectus Partners's 13F filing for Q4 2018, filed 14 Feb 2019.