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Squar Milner Financial Services’s Zimmer Biomet ZBH Stock Holding History

Squar Milner 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
2020
Q2 		– Sell
-2
Closed – – 748
2020
Q1 		$0 Hold
2
– – ﹤0.01% 890
2019
Q4 		$0 Buy
+2
New +$276 ﹤0.01% 875
2019
Q3 		– Sell
-11
Closed -$1K – 742
2019
Q2 		$1K Hold
11
– – ﹤0.01% 785
2019
Q1 		$1K Sell
11
-26
-70% -$2.96K ﹤0.01% 810
2018
Q4 		$4K Hold
37
– – ﹤0.01% 625
2018
Q3 		$5K Hold
37
– – ﹤0.01% 627
2018
Q2 		$4K Buy
+37
New +$4.03K ﹤0.01% 758

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Squar Milner Financial Services's ZBH Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Zimmer Biomet (ZBH) in Q2 2020, closing a stake of 2 shares.

Squar Milner Financial Services first reported a position in ZBH in Q2 2018 and held it in 7 quarters. The position peaked at $5K in Q3 2018. 946 funds tracked by Wall St. Rank hold ZBH as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Zimmer Biomet position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 2 Zimmer Biomet shares in Q2 2020.
  • Squar Milner Financial Services first reported a position in Zimmer Biomet in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Zimmer Biomet position peaked at $5K in Q3 2018.
  • 946 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.