LM
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Lincluden Management’s Zimmer Biomet ZBH Stock Holding History

Lincluden 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
Q1 		– Sell
-19,007
Closed -$2.76M – 77
2019
Q4 		$2.76M Sell
19,007
-12,977
-41% -$1.79M 0.25% 52
2019
Q3 		$4.26M Sell
31,984
-9,316
-23% -$1.2M 0.4% 41
2019
Q2 		$4.72K Sell
41,300
-10,151
-20% -$1.19M 0.3% 37
2019
Q1 		$6.38M Sell
51,451
-1,715
-3% -$195K 0.61% 27
2018
Q4 		$5.35M Sell
53,166
-33,801
-39% -$3.8M 0.41% 29
2018
Q3 		$11.1M Sell
86,967
-5,686
-6% -$676K 0.92% 22
2018
Q2 		$10M Buy
92,653
+1,339
+1% +$146K 0.73% 31
2018
Q1 		$9.67M Sell
91,314
-5,340
-6% -$620K 0.77% 27
2017
Q4 		$11.3M Buy
96,654
+32,476
+51% +$3.67M 0.79% 28
2017
Q3 		$7.3M Buy
64,178
+695
+1% +$80.2K 0.57% 37
2017
Q2 		$7.91M Buy
63,483
+2,374
+4% +$281K 0.68% 32
2017
Q1 		$7.25M Buy
61,109
+7,717
+14% +$875K 0.65% 34
2016
Q4 		$6.74M Hold
53,392
– – 0.73% 36
2016
Q3 		$6.74M Buy
53,392
+329
+0.6% +$40.6K 0.99% 34
2016
Q2 		$6.2M Buy
53,063
+446
+0.8% +$50.5K 1.03% 31
2016
Q1 		$5.45M Buy
52,617
+763
+1% +$73.8K 0.92% 37
2015
Q4 		$5.17M Sell
51,854
-582
-1% -$56.9K 1.05% 34
2015
Q3 		$4.78M Sell
52,436
-52
-0.1% -$5.21K 0.92% 35
2015
Q2 		$5.57K Sell
52,488
-1,720
-3% -$190K 0.69% 36
2015
Q1 		$6.18M Sell
54,208
-19,710
-27% -$2.25M 0.88% 37
2014
Q4 		$8.14M Sell
73,918
-3,456
-4% -$364K 0.8% 35
2014
Q3 		$7.55M Buy
77,374
+83
+0.1% +$8.16K 0.73% 40
2014
Q2 		$7.79M Buy
77,291
+5,423
+8% +$529K 0.71% 42
2014
Q1 		$6.6M Buy
71,868
+1,328
+2% +$122K 0.62% 43
2013
Q4 		$6.38M Buy
70,540
+3,214
+5% +$278K 0.58% 43
2013
Q3 		$5.37M Sell
67,326
-3,471
-5% -$273K 0.67% 42
2013
Q2 		$5.15K Buy
+70,797
New +$5.29M 0.01% 45

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lincluden Management's ZBH Position: Q1 2020 in Review

Lincluden Management sold out of Zimmer Biomet (ZBH) in Q1 2020, closing a stake of 19,007 shares — an estimated $2.76M sold.

Lincluden Management first reported a position in ZBH in Q2 2013 and held it in 27 quarters. The position peaked at $11.3M in Q4 2017. 883 funds tracked by Wall St. Rank hold ZBH as of Q1 2020.

  • Lincluden Management reported no remaining Zimmer Biomet position as of Q1 2020 after selling out during the quarter.
  • Lincluden Management sold 19,007 Zimmer Biomet shares in Q1 2020, an estimated $2.76M.
  • Lincluden Management first reported a position in Zimmer Biomet in Q2 2013 and held it in 27 quarters.
  • Lincluden Management's Zimmer Biomet position peaked at $11.3M in Q4 2017.
  • 883 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2020.

Based on Lincluden Management's 13F filing for Q1 2020, filed 14 May 2020.