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McKinley Carter Wealth Services’s Zimmer Biomet ZBH Stock Holding History

McKinley Carter Wealth Services’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
2018
Q2 		– Sell
-1,773
Closed -$188K – 408
2018
Q1 		$188K Sell
1,773
-12,175
-87% -$1.41M 0.06% 159
2017
Q4 		$1.63M Buy
13,948
+2,493
+22% +$282K 0.56% 48
2017
Q3 		$1.3M Buy
+11,455
New +$1.32M 0.5% 52

Other funds holding ZBH

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McKinley Carter Wealth Services's ZBH Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Zimmer Biomet (ZBH) in Q2 2018, closing a stake of 1,773 shares — an estimated $188K sold.

McKinley Carter Wealth Services first reported a position in ZBH in Q3 2017 and held it in 3 quarters. The position peaked at $1.63M in Q4 2017. 869 funds tracked by Wall St. Rank hold ZBH as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Zimmer Biomet position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,773 Zimmer Biomet shares in Q2 2018, an estimated $188K.
  • McKinley Carter Wealth Services first reported a position in Zimmer Biomet in Q3 2017 and held it in 3 quarters.
  • McKinley Carter Wealth Services's Zimmer Biomet position peaked at $1.63M in Q4 2017.
  • 869 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.