Nelson Capital Management’s Zimmer Biomet ZBH Stock Holding History

Nelson Capital Management’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 Q4	–	Sell	-82	Closed	-$11K	–	296
2019 Q3	$11K	Buy	+82	New	+$10.6K	﹤0.01%	248
2017 Q3	–	Sell	-62	Closed	-$6K	–	282
2017 Q2	$6K	Buy	+62	New	+$7.35K	﹤0.01%	231
2015 Q3	–	Sell	-76	Closed	-$8K	–	265
2015 Q2	$8K	Hold	76	–	–	﹤0.01%	213
2015 Q1	$9K	Hold	76	–	–	﹤0.01%	212
2014 Q4	$8K	Hold	76	–	–	﹤0.01%	247
2014 Q3	$7K	Buy	+76	New	+$7.47K	﹤0.01%	261

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

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

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

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nelson Capital Management's ZBH Position: Q4 2019 in Review

Nelson Capital Management sold out of Zimmer Biomet (ZBH) in Q4 2019, closing a stake of 82 shares — an estimated $11K sold.

Nelson Capital Management first reported a position in ZBH in Q3 2014 and held it in 6 quarters. The position peaked at $11K in Q3 2019. 989 funds tracked by Wall St. Rank hold ZBH as of Q4 2019.

Nelson Capital Management reported no remaining Zimmer Biomet position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 82 Zimmer Biomet shares in Q4 2019, an estimated $11K.
Nelson Capital Management first reported a position in Zimmer Biomet in Q3 2014 and held it in 6 quarters.
Nelson Capital Management's Zimmer Biomet position peaked at $11K in Q3 2019.
989 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.