OFW
ZBH icon

Omnia Family Wealth’s Zimmer Biomet ZBH Stock Holding History

Omnia 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
-330
Closed -$41K – 542
2019
Q1 		$41K Hold
330
– – 0.02% 175
2018
Q4 		$33K Sell
330
-15
-4% -$1.69K 0.02% 173
2018
Q3 		$44K Hold
345
– – 0.02% 164
2018
Q2 		$37K Hold
345
– – 0.02% 168
2018
Q1 		$37K Hold
345
– – 0.02% 167
2017
Q4 		$41K Hold
345
– – 0.02% 165
2017
Q3 		$39K Hold
345
– – 0.02% 160
2017
Q2 		$43K Hold
345
– – 0.02% 157
2017
Q1 		$41K Buy
345
+15
+5% +$1.7K 0.02% 164
2016
Q4 		$33K Buy
+330
New +$35.4K 0.02% 184

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Omnia Family Wealth sold out of Zimmer Biomet (ZBH) in Q2 2019, closing a stake of 330 shares — an estimated $41K sold.

Omnia Family Wealth first reported a position in ZBH in Q4 2016 and held it in 10 quarters. The position peaked at $44K in Q3 2018. 883 funds tracked by Wall St. Rank hold ZBH as of Q2 2019.

  • Omnia Family Wealth reported no remaining Zimmer Biomet position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 330 Zimmer Biomet shares in Q2 2019, an estimated $41K.
  • Omnia Family Wealth first reported a position in Zimmer Biomet in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Zimmer Biomet position peaked at $44K in Q3 2018.
  • 883 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.