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Lagoda Investment Management’s Zimmer Biomet ZBH Stock Holding History

Lagoda Investment 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
2015
Q1 		– Sell
-93
Closed -$10K – 45
2014
Q4 		$10K Buy
+93
New +$9.8K ﹤0.01% 46

Other funds holding ZBH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lagoda Investment Management's ZBH Position: Q1 2015 in Review

Lagoda Investment Management sold out of Zimmer Biomet (ZBH) in Q1 2015, closing a stake of 93 shares — an estimated $10K sold.

Lagoda Investment Management first reported a position in ZBH in Q4 2014 and held it in 1 quarter. The position peaked at $10K in Q4 2014. 762 funds tracked by Wall St. Rank hold ZBH as of Q1 2015.

  • Lagoda Investment Management reported no remaining Zimmer Biomet position as of Q1 2015 after selling out during the quarter.
  • Lagoda Investment Management sold 93 Zimmer Biomet shares in Q1 2015, an estimated $10K.
  • Lagoda Investment Management first reported a position in Zimmer Biomet in Q4 2014 and held it in 1 quarter.
  • Lagoda Investment Management's Zimmer Biomet position peaked at $10K in Q4 2014.
  • 762 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2015.

Based on Lagoda Investment Management's 13F filing for Q1 2015, filed 15 May 2015.