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Stifel Trust’s Zimmer Biomet ZBH Stock Holding History

Stifel Trust’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
Q3 		$19K Hold
185
– – ﹤0.01% 359
2014
Q2 		$19K Hold
185
– – ﹤0.01% 338
2014
Q1 		$18K Hold
185
– – ﹤0.01% 362
2013
Q4 		$17K Sell
185
-90
-33% -$7.79K ﹤0.01% 359
2013
Q3 		$22K Hold
275
– – ﹤0.01% 347
2013
Q2 		$21K Buy
+275
New +$20.6K ﹤0.01% 343

Other funds holding ZBH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Stifel Trust's ZBH Position: Q3 2014 in Review

Stifel Trust held its Zimmer Biomet (ZBH) position steady in Q3 2014 at 185 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Stifel Trust first reported a position in ZBH in Q2 2013 and has held it in 6 quarters since. The position peaked at $22K in Q3 2013. 720 funds tracked by Wall St. Rank hold ZBH as of Q3 2014.

  • Stifel Trust held 185 shares of Zimmer Biomet worth $19K as of Q3 2014.
  • Stifel Trust left its Zimmer Biomet share count unchanged in Q3 2014.
  • Zimmer Biomet made up ﹤0.01% of Stifel Trust's portfolio in Q3 2014, its #359 holding.
  • Stifel Trust first reported a position in Zimmer Biomet in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's Zimmer Biomet position peaked at $22K in Q3 2013.
  • 720 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.