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Legacy Capital Partners’s Zimmer Biomet ZBH Stock Holding History

Legacy Capital 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
2020
Q3 		– Sell
-2,066
Closed -$239K – 151
2020
Q2 		$239K Sell
2,066
-1,063
-34% -$122K 0.1% 125
2020
Q1 		$307K Sell
3,129
-711
-19% -$93.2K 0.15% 103
2019
Q4 		$558K Sell
3,840
-190
-5% -$26.2K 0.23% 86
2019
Q3 		$537K Sell
4,030
-1,655
-29% -$214K 0.24% 85
2019
Q2 		$650K Buy
5,685
+438
+8% +$51.3K 0.29% 80
2019
Q1 		$651K Sell
5,247
-803
-13% -$91.3K 0.3% 72
2018
Q4 		$609K Sell
6,050
-2,297
-28% -$258K 0.32% 72
2018
Q3 		$1.06M Buy
8,347
+577
+7% +$68.6K 0.49% 59
2018
Q2 		$841K Sell
7,770
-181
-2% -$19.7K 0.41% 62
2018
Q1 		$842K Buy
7,951
+2,880
+57% +$334K 0.42% 62
2017
Q4 		$594K Buy
+5,071
New +$573K 0.29% 72

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Legacy Capital Partners's ZBH Position: Q3 2020 in Review

Legacy Capital Partners sold out of Zimmer Biomet (ZBH) in Q3 2020, closing a stake of 2,066 shares — an estimated $239K sold.

Legacy Capital Partners first reported a position in ZBH in Q4 2017 and held it in 11 quarters. The position peaked at $1.06M in Q3 2018. 930 funds tracked by Wall St. Rank hold ZBH as of Q3 2020.

  • Legacy Capital Partners reported no remaining Zimmer Biomet position as of Q3 2020 after selling out during the quarter.
  • Legacy Capital Partners sold 2,066 Zimmer Biomet shares in Q3 2020, an estimated $239K.
  • Legacy Capital Partners first reported a position in Zimmer Biomet in Q4 2017 and held it in 11 quarters.
  • Legacy Capital Partners's Zimmer Biomet position peaked at $1.06M in Q3 2018.
  • 930 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2020.

Based on Legacy Capital Partners's 13F filing for Q3 2020, filed 13 Oct 2020.