Litman Gregory Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Litman Gregory 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
2019 Q4	–	Sell	-16	Closed	-$2K	–	266
2019 Q3	$2K	Sell	16 -17	-52%	-$2.2K	﹤0.01%	191
2019 Q2	$4K	Buy	+33	New	+$3.87K	﹤0.01%	190
2018 Q2	–	Sell	-309	Closed	-$33K	–	167
2018 Q1	$33K	Hold	309	–	–	0.01%	114
2017 Q4	$36K	Hold	309	–	–	0.01%	59
2017 Q3	$35K	Hold	309	–	–	0.02%	58
2017 Q2	$39K	Hold	309	–	–	0.02%	38
2017 Q1	$37K	Hold	309	–	–	0.02%	42
2016 Q4	$31K	Hold	309	–	–	0.02%	38
2016 Q3	$39K	Hold	309	–	–	0.03%	32
2016 Q2	$36K	Hold	309	–	–	0.03%	30
2016 Q1	$32K	Buy	+309	New	+$29.9K	0.03%	35

Other funds holding ZBH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Litman Gregory Wealth Management's ZBH Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of Zimmer Biomet (ZBH) in Q4 2019, closing a stake of 16 shares — an estimated $2K sold.

Litman Gregory Wealth Management first reported a position in ZBH in Q1 2016 and held it in 11 quarters. The position peaked at $39K in Q2 2017. 990 funds tracked by Wall St. Rank hold ZBH as of Q4 2019.

Litman Gregory Wealth Management reported no remaining Zimmer Biomet position as of Q4 2019 after selling out during the quarter.
Litman Gregory Wealth Management sold 16 Zimmer Biomet shares in Q4 2019, an estimated $2K.
Litman Gregory Wealth Management first reported a position in Zimmer Biomet in Q1 2016 and held it in 11 quarters.
Litman Gregory Wealth Management's Zimmer Biomet position peaked at $39K in Q2 2017.
990 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.