Taylor Hoffman Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Taylor Hoffman 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
2020 Q3	–	Sell	-742	Closed	-$86K	–	381
2020 Q2	$86K	Buy	+742	New	+$85.5K	0.05%	158
2020 Q1	–	Sell	-958	Closed	-$139K	–	402
2019 Q4	$139K	Hold	958	–	–	0.09%	136
2019 Q3	$128K	Buy	958 +124	+15%	+$16K	0.09%	140
2019 Q2	$95K	Sell	834 -72	-8%	-$8.43K	0.08%	149
2019 Q1	$112K	Sell	906 -603	-40%	-$68.5K	0.08%	140
2018 Q4	$152K	Hold	1,509	–	–	0.14%	111
2018 Q3	$193K	Hold	1,509	–	–	0.15%	105
2018 Q2	$163K	Hold	1,509	–	–	0.14%	107
2018 Q1	$160K	Buy	1,509 +124	+9%	+$14.4K	0.15%	110
2017 Q4	$162K	Buy	+1,385	New	+$157K	0.16%	105

Other funds holding ZBH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Taylor Hoffman Wealth Management's ZBH Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Zimmer Biomet (ZBH) in Q3 2020, closing a stake of 742 shares — an estimated $86K sold.

Taylor Hoffman Wealth Management first reported a position in ZBH in Q4 2017 and held it in 10 quarters. The position peaked at $193K in Q3 2018. 930 funds tracked by Wall St. Rank hold ZBH as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Zimmer Biomet position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 742 Zimmer Biomet shares in Q3 2020, an estimated $86K.
Taylor Hoffman Wealth Management first reported a position in Zimmer Biomet in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Zimmer Biomet position peaked at $193K in Q3 2018.
930 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.