Kore Private Wealth’s Zimmer Biomet ZBH Stock Holding History

Kore Private Wealth’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 Q3	–	Sell	-336	Closed	-$38K	–	1114
2020 Q2	$38K	Sell	336 -238	-41%	-$27.4K	0.01%	520
2020 Q1	$56K	Buy	574 +362	+171%	+$47.5K	0.01%	395
2019 Q4	$31K	Buy	+212	New	+$29.3K	0.01%	560
2019 Q2	–	Sell	-134	Closed	-$17K	–	803
2019 Q1	$17K	Hold	134	–	–	﹤0.01%	534
2018 Q4	$14K	Buy	+134	New	+$15.1K	﹤0.01%	539

Other funds holding ZBH

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Kore Private Wealth's ZBH Position: Q3 2020 in Review

Kore Private Wealth sold out of Zimmer Biomet (ZBH) in Q3 2020, closing a stake of 336 shares — an estimated $38K sold.

Kore Private Wealth first reported a position in ZBH in Q4 2018 and held it in 5 quarters. The position peaked at $56K in Q1 2020. 930 funds tracked by Wall St. Rank hold ZBH as of Q3 2020.

Kore Private Wealth reported no remaining Zimmer Biomet position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 336 Zimmer Biomet shares in Q3 2020, an estimated $38K.
Kore Private Wealth first reported a position in Zimmer Biomet in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's Zimmer Biomet position peaked at $56K in Q1 2020.
930 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.