Jacobs Levy Equity Management’s Zimmer Biomet ZBH Stock Holding History

Jacobs Levy Equity 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 Q4	–	Sell	-12,896	Closed	-$1.72M	–	1077
2019 Q3	$1.72M	Buy	+12,896	New	+$1.67M	0.02%	542
2018 Q2	–	Sell	-9,466	Closed	-$1M	–	1115
2018 Q1	$1M	Hold	9,466	–	–	0.02%	636
2017 Q4	$1.11M	Sell	9,466 -3,018	-24%	-$341K	0.02%	595
2017 Q3	$1.42M	Buy	12,484 +2,843	+29%	+$328K	0.03%	515
2017 Q2	$1.2M	Buy	+9,641	New	+$1.14M	0.03%	537
2016 Q2	–	Sell	-17,842	Closed	-$1.85M	–	1237
2016 Q1	$1.85M	Sell	17,842 -56,938	-76%	-$5.51M	0.04%	421
2015 Q4	$7.45M	Buy	74,780 +39,029	+109%	+$3.82M	0.15%	180
2015 Q3	$3.26M	Buy	35,751 +6,293	+21%	+$631K	0.07%	270
2015 Q2	$3.12M	Hold	29,458	–	–	0.06%	296
2015 Q1	$3.36M	Buy	+29,458	New	+$3.36M	0.06%	291
2014 Q4	–	Sell	-110,856	Closed	-$10.8M	–	926
2014 Q3	$10.8M	Sell	110,856 -9,469	-8%	-$931K	0.18%	160
2014 Q2	$12.1M	Sell	120,325 -10,979	-8%	-$1.07M	0.2%	157
2014 Q1	$12.1M	Sell	131,304 -3,647	-3%	-$336K	0.2%	147
2013 Q4	$12.2M	Sell	134,951 -1,194	-0.9%	-$103K	0.18%	170
2013 Q3	$10.9M	Buy	136,145 +1,339	+1%	+$105K	0.18%	162
2013 Q2	$9.81M	Buy	+134,806	New	+$10.1M	0.17%	170

Other funds holding ZBH

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Jacobs Levy Equity Management's ZBH Position: Q4 2019 in Review

Jacobs Levy Equity Management sold out of Zimmer Biomet (ZBH) in Q4 2019, closing a stake of 12,896 shares — an estimated $1.72M sold.

Jacobs Levy Equity Management first reported a position in ZBH in Q2 2013 and held it in 16 quarters. The position peaked at $12.2M in Q4 2013. 989 funds tracked by Wall St. Rank hold ZBH as of Q4 2019.

Jacobs Levy Equity Management reported no remaining Zimmer Biomet position as of Q4 2019 after selling out during the quarter.
Jacobs Levy Equity Management sold 12,896 Zimmer Biomet shares in Q4 2019, an estimated $1.72M.
Jacobs Levy Equity Management first reported a position in Zimmer Biomet in Q2 2013 and held it in 16 quarters.
Jacobs Levy Equity Management's Zimmer Biomet position peaked at $12.2M in Q4 2013.
989 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2019.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2019, filed 14 Feb 2020.