Patten Group’s Zimmer Biomet ZBH Stock Holding History

Patten Group’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 Q1	–	Sell	-103	Closed	-$10K	–	557
2018 Q4	$10K	Sell	103 -57	-36%	-$6.41K	﹤0.01%	439
2018 Q3	$20K	Hold	160	–	–	0.01%	429
2018 Q2	$17K	Hold	160	–	–	0.01%	418
2018 Q1	$17K	Hold	160	–	–	0.01%	419
2017 Q4	$19K	Hold	160	–	–	0.01%	439
2017 Q3	$18K	Hold	160	–	–	0.01%	430
2017 Q2	$18K	Hold	160	–	–	0.01%	446
2017 Q1	$19K	Buy	160 +31	+24%	+$3.51K	0.01%	413
2016 Q4	$15K	Hold	129	–	–	0.01%	426
2016 Q3	$15.9K	Hold	129	–	–	0.01%	442
2016 Q2	$15K	Buy	129 +26	+25%	+$2.94K	0.01%	433
2016 Q1	$10.7K	Hold	103	–	–	0.01%	460
2015 Q4	$10.3K	Hold	103	–	–	﹤0.01%	482
2015 Q3	$9.39K	Hold	103	–	–	﹤0.01%	435
2015 Q2	$10.9K	Buy	+103	New	+$11.4K	0.01%	434

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Patten Group's ZBH Position: Q1 2019 in Review

Patten Group sold out of Zimmer Biomet (ZBH) in Q1 2019, closing a stake of 103 shares — an estimated $10K sold.

Patten Group first reported a position in ZBH in Q2 2015 and held it in 15 quarters. The position peaked at $20K in Q3 2018. 896 funds tracked by Wall St. Rank hold ZBH as of Q1 2019.

Patten Group reported no remaining Zimmer Biomet position as of Q1 2019 after selling out during the quarter.
Patten Group sold 103 Zimmer Biomet shares in Q1 2019, an estimated $10K.
Patten Group first reported a position in Zimmer Biomet in Q2 2015 and held it in 15 quarters.
Patten Group's Zimmer Biomet position peaked at $20K in Q3 2018.
896 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.