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Lenox Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Lenox Wealth 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
2020
Q2 		$5K Hold
52
– – ﹤0.01% 538
2020
Q1 		$5K Hold
52
– – ﹤0.01% 501
2019
Q4 		$7K Hold
52
– – ﹤0.01% 498
2019
Q3 		$6K Hold
52
– – ﹤0.01% 521
2019
Q2 		$5K Hold
52
– – ﹤0.01% 520
2019
Q1 		$6K Buy
+52
New +$5.91K ﹤0.01% 504

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lenox Wealth Management's ZBH Position: Q2 2020 in Review

Lenox Wealth Management held its Zimmer Biomet (ZBH) position steady in Q2 2020 at 52 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Lenox Wealth Management first reported a position in ZBH in Q1 2019 and has held it in 6 quarters since. The position peaked at $7K in Q4 2019. 945 funds tracked by Wall St. Rank hold ZBH as of Q2 2020.

  • Lenox Wealth Management held 52 shares of Zimmer Biomet worth $5K as of Q2 2020.
  • Lenox Wealth Management left its Zimmer Biomet share count unchanged in Q2 2020.
  • Zimmer Biomet made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #538 holding.
  • Lenox Wealth Management first reported a position in Zimmer Biomet in Q1 2019 and has held it in 6 quarters since.
  • Lenox Wealth Management's Zimmer Biomet position peaked at $7K in Q4 2019.
  • 945 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.