Rowland Carmichael Advisors’s Zimmer Biomet ZBH Stock Holding History

Rowland Carmichael 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
2020 Q4	$257K	Hold	1,718	–	–	0.08%	257
2020 Q3	$227K	Buy	+1,718	New	+$224K	0.09%	248
2020 Q1	–	Sell	-1,853	Closed	-$269K	–	370
2019 Q4	$269K	Hold	1,853	–	–	0.09%	248
2019 Q3	$247K	Buy	+1,853	New	+$239K	0.08%	247
2019 Q2	–	Sell	-1,700	Closed	-$211K	–	351
2019 Q1	$211K	Buy	+1,700	New	+$193K	0.08%	247
2018 Q4	–	Sell	-2,276	Closed	-$291K	–	371
2018 Q3	$291K	Hold	2,276	–	–	0.11%	198
2018 Q2	$246K	Hold	2,276	–	–	0.1%	232
2018 Q1	$241K	Hold	2,276	–	–	0.13%	213
2017 Q4	$267K	Hold	2,276	–	–	0.14%	198
2017 Q3	$259K	Hold	2,276	–	–	0.14%	193
2017 Q2	$284K	Hold	2,276	–	–	0.16%	171
2017 Q1	$270K	Hold	2,276	–	–	0.16%	167
2016 Q4	$228K	Hold	2,276	–	–	0.13%	210
2016 Q3	$287K	Hold	2,276	–	–	0.18%	163
2016 Q2	$266K	Buy	+2,276	New	+$258K	0.17%	177

Other funds holding ZBH

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Rowland Carmichael Advisors's ZBH Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Zimmer Biomet (ZBH) position steady in Q4 2020 at 1,718 shares worth $257K. The position accounts for 0.08% of the portfolio, ranked #257.

Rowland Carmichael Advisors first reported a position in ZBH in Q2 2016 and has held it in 15 quarters since. The position peaked at $291K in Q3 2018. 1,011 funds tracked by Wall St. Rank hold ZBH as of Q4 2020.

Rowland Carmichael Advisors held 1,718 shares of Zimmer Biomet worth $257K as of Q4 2020.
Rowland Carmichael Advisors left its Zimmer Biomet share count unchanged in Q4 2020.
Zimmer Biomet made up 0.08% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #257 holding.
Rowland Carmichael Advisors first reported a position in Zimmer Biomet in Q2 2016 and has held it in 15 quarters since.
Rowland Carmichael Advisors's Zimmer Biomet position peaked at $291K in Q3 2018.
1,011 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.