Richard Pzena’s Zimmer Biomet ZBH Stock Holding History

Richard Pzena’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
2018 Q4	–	Sell	-4,704	Closed	-$600K	–	194
2018 Q3	$600K	Hold	4,704	–	–	﹤0.01%	163
2018 Q2	$509K	Hold	4,704	–	–	﹤0.01%	151
2018 Q1	$498K	Buy	4,704 +1,984	+73%	+$230K	﹤0.01%	145
2017 Q4	$319K	Buy	2,720 +636	+31%	+$71.9K	﹤0.01%	149
2017 Q3	$237K	Hold	2,084	–	–	﹤0.01%	144
2017 Q2	$260K	Buy	+2,084	New	+$247K	﹤0.01%	146

Other funds holding ZBH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Richard Pzena's ZBH Position: Q4 2018 in Review

Richard Pzena sold out of Zimmer Biomet (ZBH) in Q4 2018, closing a stake of 4,704 shares — an estimated $600K sold.

Richard Pzena first reported a position in ZBH in Q2 2017 and held it in 6 quarters. The position peaked at $600K in Q3 2018. 872 funds tracked by Wall St. Rank hold ZBH as of Q4 2018.

Richard Pzena reported no remaining Zimmer Biomet position as of Q4 2018 after selling out during the quarter.
Richard Pzena sold 4,704 Zimmer Biomet shares in Q4 2018, an estimated $600K.
Richard Pzena first reported a position in Zimmer Biomet in Q2 2017 and held it in 6 quarters.
Richard Pzena's Zimmer Biomet position peaked at $600K in Q3 2018.
872 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2018.

Based on Pzena Investment Management's 13F filing for Q4 2018, filed 8 Feb 2019.