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Nicola Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Nicola Wealth 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
2018
Q3 		– Sell
-23,690
Closed -$2.56M – 106
2018
Q2 		$2.56M Hold
23,690
– – 0.5% 77
2018
Q1 		$2.51M Buy
+23,690
New +$2.75M 0.5% 78

Other funds holding ZBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Nicola Wealth Management's ZBH Position: Q3 2018 in Review

Nicola Wealth Management sold out of Zimmer Biomet (ZBH) in Q3 2018, closing a stake of 23,690 shares — an estimated $2.56M sold.

Nicola Wealth Management first reported a position in ZBH in Q1 2018 and held it in 2 quarters. The position peaked at $2.56M in Q2 2018. 891 funds tracked by Wall St. Rank hold ZBH as of Q3 2018.

  • Nicola Wealth Management reported no remaining Zimmer Biomet position as of Q3 2018 after selling out during the quarter.
  • Nicola Wealth Management sold 23,690 Zimmer Biomet shares in Q3 2018, an estimated $2.56M.
  • Nicola Wealth Management first reported a position in Zimmer Biomet in Q1 2018 and held it in 2 quarters.
  • Nicola Wealth Management's Zimmer Biomet position peaked at $2.56M in Q2 2018.
  • 891 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2018.

Based on Nicola Wealth Management's 13F filing for Q3 2018, filed 7 Nov 2018.