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
2017 Q3	–	Sell	-828,841	Closed	-$103M	–	52
2017 Q2	$103M	Buy	+828,841	New	+$98.3M	1.47%	22

Other funds holding ZBH

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

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 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.