Rockefeller Financial Services’s Zimmer Biomet ZBH Stock Holding History

Rockefeller Financial Services’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
2017 Q4	$1.1M	Hold	9,373	–	–	0.02%	225
2017 Q3	$1.07M	Buy	9,373 +4,841	+107%	+$559K	0.02%	204
2017 Q2	$565K	Hold	4,532	–	–	0.01%	226
2017 Q1	$537K	Hold	4,532	–	–	0.01%	237
2016 Q4	$454K	Sell	4,532 -58	-1%	-$6.22K	0.01%	261
2016 Q3	$579K	Buy	4,590 +58	+1%	+$7.17K	0.01%	229
2016 Q2	$530K	Sell	4,532 -228	-5%	-$25.8K	0.01%	241
2016 Q1	$493K	Buy	4,760 +228	+5%	+$22.1K	0.01%	249
2015 Q4	$451K	Hold	4,532	–	–	0.01%	264
2015 Q3	$413K	Sell	4,532 -4,841	-52%	-$485K	0.01%	266
2015 Q2	$994K	Hold	9,373	–	–	0.02%	192
2015 Q1	$1.07M	Hold	9,373	–	–	0.02%	196
2014 Q4	$1.03M	Hold	9,373	–	–	0.02%	199
2014 Q3	$915K	Hold	9,373	–	–	0.02%	215
2014 Q2	$945K	Hold	9,373	–	–	0.02%	226
2014 Q1	$861K	Buy	+9,373	New	+$864K	0.02%	232
2013 Q3	–	Sell	-3,625	Closed	-$264K	–	526
2013 Q2	$264K	Buy	+3,625	New	+$271K	0.01%	300

Other funds holding ZBH

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

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

Rockefeller Financial Services's ZBH Position: Q4 2017 in Review

Rockefeller Financial Services held its Zimmer Biomet (ZBH) position steady in Q4 2017 at 9,373 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #225.

Rockefeller Financial Services first reported a position in ZBH in Q2 2013 and has held it in 17 quarters since. 870 funds tracked by Wall St. Rank hold ZBH as of Q4 2017.

Rockefeller Financial Services held 9,373 shares of Zimmer Biomet worth $1.1M as of Q4 2017.
Rockefeller Financial Services left its Zimmer Biomet share count unchanged in Q4 2017.
Zimmer Biomet made up 0.02% of Rockefeller Financial Services's portfolio in Q4 2017, its #225 holding.
Rockefeller Financial Services first reported a position in Zimmer Biomet in Q2 2013 and has held it in 17 quarters since.
870 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.