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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 		$36 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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return