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Sound View Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Sound View Wealth 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
2019
Q1 		$569K Buy
4,590
+90
+2% +$10.2K 0.18% 126
2018
Q4 		$453K Buy
+4,500
New +$506K 0.16% 135

Other funds holding ZBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sound View Wealth Advisors's ZBH Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Zimmer Biomet (ZBH) stake by 2% in Q1 2019, buying an estimated $10.2K and bringing the position to 4,590 shares worth $569K. The position accounts for 0.18% of the portfolio, ranked #126.

Sound View Wealth Advisors first reported a position in ZBH in Q4 2018 and has held it in 2 quarters since. 896 funds tracked by Wall St. Rank hold ZBH as of Q1 2019.

  • Sound View Wealth Advisors held 4,590 shares of Zimmer Biomet worth $569K as of Q1 2019.
  • Sound View Wealth Advisors bought 90 Zimmer Biomet shares in Q1 2019, an estimated $10.2K.
  • Zimmer Biomet made up 0.18% of Sound View Wealth Advisors's portfolio in Q1 2019, its #126 holding.
  • Sound View Wealth Advisors first reported a position in Zimmer Biomet in Q4 2018 and has held it in 2 quarters since.
  • 896 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.