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Smith & Howard Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Smith & Howard Wealth Management’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
2014
Q1 		– Sell
-136
Closed -$12K – 221
2013
Q4 		$12K Hold
136
– – 0.01% 199
2013
Q3 		$11K Hold
136
– – 0.01% 200
2013
Q2 		$10K Buy
+136
New +$10.2K 0.01% 183

Other funds holding ZBH

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Smith & Howard Wealth Management's ZBH Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Zimmer Biomet (ZBH) in Q1 2014, closing a stake of 136 shares — an estimated $12K sold.

Smith & Howard Wealth Management first reported a position in ZBH in Q2 2013 and held it in 3 quarters. The position peaked at $12K in Q4 2013. 706 funds tracked by Wall St. Rank hold ZBH as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Zimmer Biomet position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 136 Zimmer Biomet shares in Q1 2014, an estimated $12K.
  • Smith & Howard Wealth Management first reported a position in Zimmer Biomet in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Zimmer Biomet position peaked at $12K in Q4 2013.
  • 706 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.