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Pin Oak Investment Advisors’s Zimmer Biomet ZBH Stock Holding History

Pin Oak Investment Advisors’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
Q3 		– Sell
-45
Closed -$5K – 460
2019
Q2 		$5K Buy
45
+31
+221% +$3.63K ﹤0.01% 413
2019
Q1 		$2K Hold
14
– – ﹤0.01% 407
2018
Q4 		$1K Hold
14
– – ﹤0.01% 418
2018
Q3 		$2K Hold
14
– – ﹤0.01% 393
2018
Q2 		$2K Buy
+14
New +$1.52K ﹤0.01% 401

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pin Oak Investment Advisors's ZBH Position: Q3 2019 in Review

Pin Oak Investment Advisors sold out of Zimmer Biomet (ZBH) in Q3 2019, closing a stake of 45 shares — an estimated $5K sold.

Pin Oak Investment Advisors first reported a position in ZBH in Q2 2018 and held it in 5 quarters. The position peaked at $5K in Q2 2019. 896 funds tracked by Wall St. Rank hold ZBH as of Q3 2019.

  • Pin Oak Investment Advisors reported no remaining Zimmer Biomet position as of Q3 2019 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 45 Zimmer Biomet shares in Q3 2019, an estimated $5K.
  • Pin Oak Investment Advisors first reported a position in Zimmer Biomet in Q2 2018 and held it in 5 quarters.
  • Pin Oak Investment Advisors's Zimmer Biomet position peaked at $5K in Q2 2019.
  • 896 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2019.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2019, filed 15 Nov 2019.