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McAdams Wright Ragen’s Zimmer Biomet ZBH Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		$690K Buy
7,070
+2,853
+68% +$281K 0.04% 230
2014
Q2 		$425K Buy
4,217
+1,448
+52% +$141K 0.02% 280
2014
Q1 		$254K Buy
2,769
+83
+3% +$7.65K 0.02% 321
2013
Q4 		$243K Buy
2,686
+2
+0.1% +$173 0.02% 314
2013
Q3 		$214K Buy
+2,684
New +$211K 0.02% 310

Other funds holding ZBH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

McAdams Wright Ragen's ZBH Position: Q3 2014 in Review

McAdams Wright Ragen increased its Zimmer Biomet (ZBH) stake by 68% in Q3 2014, buying an estimated $281K and bringing the position to 7,070 shares worth $690K. The position accounts for 0.04% of the portfolio, ranked #230.

McAdams Wright Ragen first reported a position in ZBH in Q3 2013 and has held it in 5 quarters since. 720 funds tracked by Wall St. Rank hold ZBH as of Q3 2014.

  • McAdams Wright Ragen held 7,070 shares of Zimmer Biomet worth $690K as of Q3 2014.
  • McAdams Wright Ragen bought 2,853 Zimmer Biomet shares in Q3 2014, an estimated $281K.
  • Zimmer Biomet made up 0.04% of McAdams Wright Ragen's portfolio in Q3 2014, its #230 holding.
  • McAdams Wright Ragen first reported a position in Zimmer Biomet in Q3 2013 and has held it in 5 quarters since.
  • 720 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.