MSFP
ZBH icon

Mark Sheptoff Financial Planning’s Zimmer Biomet ZBH Stock Holding History

Mark Sheptoff Financial Planning’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
2015
Q4 		– Sell
-39
Closed -$4K – 434
2015
Q3 		$4K Buy
+39
New +$3.91K ﹤0.01% 308

Other funds holding ZBH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Mark Sheptoff Financial Planning's ZBH Position: Q4 2015 in Review

Mark Sheptoff Financial Planning sold out of Zimmer Biomet (ZBH) in Q4 2015, closing a stake of 39 shares — an estimated $4K sold.

Mark Sheptoff Financial Planning first reported a position in ZBH in Q3 2015 and held it in 1 quarter. The position peaked at $4K in Q3 2015. 739 funds tracked by Wall St. Rank hold ZBH as of Q4 2015.

  • Mark Sheptoff Financial Planning reported no remaining Zimmer Biomet position as of Q4 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 39 Zimmer Biomet shares in Q4 2015, an estimated $4K.
  • Mark Sheptoff Financial Planning first reported a position in Zimmer Biomet in Q3 2015 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Zimmer Biomet position peaked at $4K in Q3 2015.
  • 739 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2015, filed 9 Feb 2016.