Mosaic Family Wealth’s Zimmer Biomet ZBH Stock Holding History

Mosaic Family Wealth’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 Q2	–	Sell	-82	Closed	-$10K	–	619
2019 Q1	$10K	Hold	82	–	–	﹤0.01%	499
2018 Q4	$8K	Hold	82	–	–	﹤0.01%	517
2018 Q3	$9K	Hold	82	–	–	﹤0.01%	513
2018 Q2	$9K	Sell	82 -83	-50%	-$9.03K	﹤0.01%	549
2018 Q1	$17K	Hold	165	–	–	0.01%	452
2017 Q4	$19K	Hold	165	–	–	0.01%	460
2017 Q3	$19K	Hold	165	–	–	0.01%	485
2017 Q2	$21K	Hold	165	–	–	0.01%	435
2017 Q1	$20K	Hold	165	–	–	0.01%	438
2016 Q4	$17K	Hold	165	–	–	0.01%	454
2016 Q3	$21K	Hold	165	–	–	0.01%	439
2016 Q2	$20K	Hold	165	–	–	0.01%	449
2016 Q1	$17K	Hold	165	–	–	0.01%	466
2015 Q4	$16K	Buy	+165	New	+$16.1K	0.01%	478

Other funds holding ZBH

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Mosaic Family Wealth's ZBH Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Zimmer Biomet (ZBH) in Q2 2019, closing a stake of 82 shares — an estimated $10K sold.

Mosaic Family Wealth first reported a position in ZBH in Q4 2015 and held it in 14 quarters. The position peaked at $21K in Q2 2017. 883 funds tracked by Wall St. Rank hold ZBH as of Q2 2019.

Mosaic Family Wealth reported no remaining Zimmer Biomet position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 82 Zimmer Biomet shares in Q2 2019, an estimated $10K.
Mosaic Family Wealth first reported a position in Zimmer Biomet in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Zimmer Biomet position peaked at $21K in Q2 2017.
883 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.