Morris Capital Advisors’s Zimmer Biomet ZBH Stock Holding History

Morris Capital Advisors’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	-4,201	Closed	-$445K	–	77
2018 Q1	$445K	Buy	4,201 +46	+1%	+$5.34K	0.29%	52
2017 Q4	$487K	Sell	4,155 -8	-0.2%	-$905	0.32%	51
2017 Q3	$473K	Buy	4,163 +9	+0.2%	+$1.04K	0.32%	52
2017 Q2	$518K	Sell	4,154 -14	-0.3%	-$1.66K	0.37%	45
2017 Q1	$494K	Sell	4,168 -26	-0.6%	-$2.95K	0.36%	48
2016 Q4	$420K	Buy	4,194 +3	+0.1%	+$322	0.29%	51
2016 Q3	$529K	Sell	4,191 -162	-4%	-$20K	0.33%	39
2016 Q2	$509K	Sell	4,353 -75	-2%	-$8.49K	0.3%	40
2016 Q1	$458K	Buy	+4,428	New	+$428K	0.31%	46

Other funds holding ZBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morris Capital Advisors's ZBH Position: Q2 2018 in Review

Morris Capital Advisors sold out of Zimmer Biomet (ZBH) in Q2 2018, closing a stake of 4,201 shares — an estimated $445K sold.

Morris Capital Advisors first reported a position in ZBH in Q1 2016 and held it in 9 quarters. The position peaked at $529K in Q3 2016. 869 funds tracked by Wall St. Rank hold ZBH as of Q2 2018.

Morris Capital Advisors reported no remaining Zimmer Biomet position as of Q2 2018 after selling out during the quarter.
Morris Capital Advisors sold 4,201 Zimmer Biomet shares in Q2 2018, an estimated $445K.
Morris Capital Advisors first reported a position in Zimmer Biomet in Q1 2016 and held it in 9 quarters.
Morris Capital Advisors's Zimmer Biomet position peaked at $529K in Q3 2016.
869 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2018.

Based on Morris Capital Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.