KWM
ZEPP

Keebeck Wealth Management’s Zepp Health ZEPP Stock Holding History

Keebeck Wealth Management’s Portfolio ZEPP Stock Details ZEPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-265
Closed -$13K – 369
2020
Q2 		$13K Buy
+265
New +$12.2K ﹤0.01% 303
2020
Q1 		– Sell
-765
Closed -$36K – 335
2019
Q4 		$36K Buy
+765
New +$32.1K 0.01% 243

Other funds holding ZEPP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CMG
Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return

Keebeck Wealth Management's ZEPP Position: Q3 2020 in Review

Keebeck Wealth Management sold out of Zepp Health (ZEPP) in Q3 2020, closing a stake of 265 shares — an estimated $13K sold.

Keebeck Wealth Management first reported a position in ZEPP in Q4 2019 and held it in 2 quarters. The position peaked at $36K in Q4 2019. 62 funds tracked by Wall St. Rank hold ZEPP as of Q3 2020.

  • Keebeck Wealth Management reported no remaining Zepp Health position as of Q3 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 265 Zepp Health shares in Q3 2020, an estimated $13K.
  • Keebeck Wealth Management first reported a position in Zepp Health in Q4 2019 and held it in 2 quarters.
  • Keebeck Wealth Management's Zepp Health position peaked at $36K in Q4 2019.
  • 62 funds tracked by Wall St. Rank held Zepp Health as of Q3 2020.

Based on Keebeck Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.