Transform Wealth’s Zimmer Biomet ZBH Stock Holding History

Transform Wealth’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	–	Sell	-2,048	Closed	-$206K	–	189
2018 Q4	$206K	Sell	2,048 -257	-11%	-$28.9K	0.04%	170
2018 Q3	$294K	Sell	2,305 -206	-8%	-$24.5K	0.05%	163
2018 Q2	$272K	Sell	2,511 -326	-11%	-$35.5K	0.05%	189
2018 Q1	$300K	Sell	2,837 -330	-10%	-$38.3K	0.06%	200
2017 Q4	$371K	Sell	3,167 -9,960	-76%	-$1.13M	0.07%	201
2017 Q3	$1.49M	Buy	+13,127	New	+$1.52M	0.52%	61
2017 Q2	–	Sell	-12,426	Closed	-$1.47M	–	202
2017 Q1	$1.47M	Buy	12,426 +8,885	+251%	+$1.01M	0.55%	53
2016 Q4	$355K	Buy	3,541 +515	+17%	+$55.2K	0.14%	168
2016 Q3	$382K	Sell	3,026 -515	-15%	-$63.6K	0.16%	161
2016 Q2	$414K	Buy	+3,541	New	+$401K	0.17%	155

Other funds holding ZBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Transform Wealth's ZBH Position: Q1 2019 in Review

Transform Wealth sold out of Zimmer Biomet (ZBH) in Q1 2019, closing a stake of 2,048 shares — an estimated $206K sold.

Transform Wealth first reported a position in ZBH in Q2 2016 and held it in 10 quarters. The position peaked at $1.49M in Q3 2017. 897 funds tracked by Wall St. Rank hold ZBH as of Q1 2019.

Transform Wealth reported no remaining Zimmer Biomet position as of Q1 2019 after selling out during the quarter.
Transform Wealth sold 2,048 Zimmer Biomet shares in Q1 2019, an estimated $206K.
Transform Wealth first reported a position in Zimmer Biomet in Q2 2016 and held it in 10 quarters.
Transform Wealth's Zimmer Biomet position peaked at $1.49M in Q3 2017.
897 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2019.

Based on Transform Wealth's 13F filing for Q1 2019, filed 12 Apr 2019.