Lake Street Advisors Group’s Zimmer Biomet ZBH Stock Holding History

Lake Street Advisors Group’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
2019 Q1	–	Sell	-4,153	Closed	-$418K	–	237
2018 Q4	$418K	Sell	4,153 -148	-3%	-$16.6K	0.05%	108
2018 Q3	$549K	Sell	4,301 -373	-8%	-$44.4K	0.06%	89
2018 Q2	$506K	Buy	4,674 +63	+1%	+$6.86K	0.05%	153
2018 Q1	$488K	Sell	4,611 -2,472	-35%	-$287K	0.05%	139
2017 Q4	$830K	Buy	+7,083	New	+$801K	0.09%	87

Other funds holding ZBH

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Street Advisors Group's ZBH Position: Q1 2019 in Review

Lake Street Advisors Group sold out of Zimmer Biomet (ZBH) in Q1 2019, closing a stake of 4,153 shares — an estimated $418K sold.

Lake Street Advisors Group first reported a position in ZBH in Q4 2017 and held it in 5 quarters. The position peaked at $830K in Q4 2017. 896 funds tracked by Wall St. Rank hold ZBH as of Q1 2019.

Lake Street Advisors Group reported no remaining Zimmer Biomet position as of Q1 2019 after selling out during the quarter.
Lake Street Advisors Group sold 4,153 Zimmer Biomet shares in Q1 2019, an estimated $418K.
Lake Street Advisors Group first reported a position in Zimmer Biomet in Q4 2017 and held it in 5 quarters.
Lake Street Advisors Group's Zimmer Biomet position peaked at $830K in Q4 2017.
896 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2019.

Based on Lake Street Advisors Group's 13F filing for Q1 2019, filed 15 May 2019.