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Jana Partners’s Zimmer Biomet ZBH Stock Holding History

Jana 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
2020
Q1 		– Sell
-360,500
Closed -$52.4M – 12
2019
Q4 		$52.4M Sell
360,500
-463,500
-56% -$64M 4.36% 7
2019
Q3 		$110M Sell
824,000
-1,105,397
-57% -$143M 8.85% 5
2019
Q2 		$221M Buy
1,929,397
+9,785
+0.5% +$1.15M 18.44% 2
2019
Q1 		$238M Sell
1,919,612
-437,925
-19% -$49.8M 22.73% 2
2018
Q4 		$237M Sell
2,357,537
-156,355
-6% -$17.6M 10.86% 2
2018
Q3 		$321M Sell
2,513,892
-420,707
-14% -$50M 9.75% 2
2018
Q2 		$318M Sell
2,934,599
-269,391
-8% -$29.3M 8.4% 2
2018
Q1 		$339M Sell
3,203,990
-766,145
-19% -$89M 10.1% 3
2017
Q4 		$465M Sell
3,970,135
-832,237
-17% -$94.1M 12.29% 2
2017
Q3 		$546M Buy
4,802,372
+1,511,213
+46% +$174M 11.16% 2
2017
Q2 		$410M Buy
+3,291,159
New +$390M 5.83% 6

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Jana Partners's ZBH Position: Q1 2020 in Review

Jana Partners sold out of Zimmer Biomet (ZBH) in Q1 2020, closing a stake of 360,500 shares — an estimated $52.4M sold.

Jana Partners first reported a position in ZBH in Q2 2017 and held it in 11 quarters. The position peaked at $546M in Q3 2017. 883 funds tracked by Wall St. Rank hold ZBH as of Q1 2020.

  • Jana Partners reported no remaining Zimmer Biomet position as of Q1 2020 after selling out during the quarter.
  • Jana Partners sold 360,500 Zimmer Biomet shares in Q1 2020, an estimated $52.4M.
  • Jana Partners first reported a position in Zimmer Biomet in Q2 2017 and held it in 11 quarters.
  • Jana Partners's Zimmer Biomet position peaked at $546M in Q3 2017.
  • 883 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2020.

Based on Jana Partners's 13F filing for Q1 2020, filed 15 May 2020.