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Obermeyer Wealth Partners’s Zimmer Biomet ZBH Stock Holding History

Obermeyer Wealth Partners’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
2017
Q4 		– Sell
-256,424
Closed -$29.1M – 124
2017
Q3 		$29.1M Buy
256,424
+2,504
+1% +$289K 2.53% 18
2017
Q2 		$31.7M Buy
+253,920
New +$30.1M 2.81% 16

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Obermeyer Wealth Partners's ZBH Position: Q4 2017 in Review

Obermeyer Wealth Partners sold out of Zimmer Biomet (ZBH) in Q4 2017, closing a stake of 256,424 shares — an estimated $29.1M sold.

Obermeyer Wealth Partners first reported a position in ZBH in Q2 2017 and held it in 2 quarters. The position peaked at $31.7M in Q2 2017. 870 funds tracked by Wall St. Rank hold ZBH as of Q4 2017.

  • Obermeyer Wealth Partners reported no remaining Zimmer Biomet position as of Q4 2017 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 256,424 Zimmer Biomet shares in Q4 2017, an estimated $29.1M.
  • Obermeyer Wealth Partners first reported a position in Zimmer Biomet in Q2 2017 and held it in 2 quarters.
  • Obermeyer Wealth Partners's Zimmer Biomet position peaked at $31.7M in Q2 2017.
  • 870 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2017.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.