Polar Capital’s Zimmer Biomet ZBH Stock Holding History

Polar Capital’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
2020 Q3	$58.6M	Buy	+443,046	New	+$57.9M	0.43%	68
2020 Q2	–	Sell	-377,310	Closed	-$37M	–	319
2020 Q1	$37M	Sell	377,310 -47,383	-11%	-$6.21M	0.4%	76
2019 Q4	$61.7M	Buy	+424,693	New	+$58.6M	0.54%	49
2019 Q3	–	Sell	-194,018	Closed	-$22.2M	–	308
2019 Q2	$22.2M	Buy	+194,018	New	+$22.7M	0.19%	142
2016 Q4	–	Sell	-190,550	Closed	-$24.1M	–	269
2016 Q3	$24.1M	Buy	+190,550	New	+$23.5M	0.42%	77
2015 Q3	–	Sell	-335,098	Closed	-$35.5M	–	293
2015 Q2	$35.5M	Buy	335,098 +35,020	+12%	+$3.87M	0.68%	44
2015 Q1	$34.2M	Buy	300,078 +26,780	+10%	+$3.06M	0.65%	49
2014 Q4	$30.1M	Sell	273,298 -3,090	-1%	-$326K	0.59%	47
2014 Q3	$27M	Buy	276,388 +241,377	+689%	+$23.7M	0.57%	49
2014 Q2	$3.53M	Buy	+35,011	New	+$3.42M	0.08%	205

Other funds holding ZBH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Polar Capital's ZBH Position: Q3 2020 in Review

Polar Capital opened a new position in Zimmer Biomet (ZBH) in Q3 2020: 443,046 shares worth $58.6M. The stake represents 0.43% of the portfolio and ranks #68 among its holdings. This is a return to the name: Polar Capital previously reported a position in ZBH as recently as Q1 2020.

Polar Capital first reported a position in ZBH in Q2 2014 and has held it in 10 quarters since. The position peaked at $61.7M in Q4 2019. 930 funds tracked by Wall St. Rank hold ZBH as of Q3 2020.

Polar Capital held 443,046 shares of Zimmer Biomet worth $58.6M as of Q3 2020.
Zimmer Biomet was a new Polar Capital position in Q3 2020.
Zimmer Biomet made up 0.43% of Polar Capital's portfolio in Q3 2020, its #68 holding.
Polar Capital first reported a position in Zimmer Biomet in Q2 2014 and has held it in 10 quarters since.
Polar Capital's Zimmer Biomet position peaked at $61.7M in Q4 2019.
930 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2020.

Based on Polar Capital's 13F filing for Q3 2020, filed 16 Nov 2020.