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Principle Wealth Partners’s Zimmer Biomet ZBH Stock Holding History

Principle 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
2020
Q3 		– Sell
-309
Closed -$36K – 448
2020
Q2 		$36K Buy
+309
New +$35.6K 0.01% 309

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Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Principle Wealth Partners's ZBH Position: Q3 2020 in Review

Principle Wealth Partners sold out of Zimmer Biomet (ZBH) in Q3 2020, closing a stake of 309 shares — an estimated $36K sold.

Principle Wealth Partners first reported a position in ZBH in Q2 2020 and held it in 1 quarter. The position peaked at $36K in Q2 2020. 930 funds tracked by Wall St. Rank hold ZBH as of Q3 2020.

  • Principle Wealth Partners reported no remaining Zimmer Biomet position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 309 Zimmer Biomet shares in Q3 2020, an estimated $36K.
  • Principle Wealth Partners first reported a position in Zimmer Biomet in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Zimmer Biomet position peaked at $36K in Q2 2020.
  • 930 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.