TrueWealth LLC’s Zimmer Biomet ZBH Stock Holding History

TrueWealth LLC’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	$15K	Sell	126 -41	-25%	-$4.72K	0.01%	422
2020 Q1	$16K	Buy	167 +41	+33%	+$5.37K	0.01%	393
2019 Q4	$18K	Hold	126	–	–	0.01%	397
2019 Q3	$17K	Hold	126	–	–	0.01%	395
2019 Q2	$14K	Hold	126	–	–	0.01%	424
2019 Q1	$16K	Hold	126	–	–	0.01%	398
2018 Q4	$13K	Hold	126	–	–	0.01%	409
2018 Q3	$16K	Hold	126	–	–	0.01%	414
2018 Q2	$14K	Hold	126	–	–	0.01%	436
2018 Q1	$13K	Hold	126	–	–	0.01%	418
2017 Q4	$15K	Buy	+126	New	+$14.2K	0.01%	447

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

TrueWealth LLC's ZBH Position: Q2 2020 in Review

TrueWealth LLC reduced its Zimmer Biomet (ZBH) stake by 25% in Q2 2020, selling an estimated $4.72K and leaving 126 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #422.

TrueWealth LLC first reported a position in ZBH in Q4 2017 and has held it in 11 quarters since. The position peaked at $18K in Q4 2019. 946 funds tracked by Wall St. Rank hold ZBH as of Q2 2020.

TrueWealth LLC held 126 shares of Zimmer Biomet worth $15K as of Q2 2020.
TrueWealth LLC sold 41 Zimmer Biomet shares in Q2 2020, an estimated $4.72K.
Zimmer Biomet made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #422 holding.
TrueWealth LLC first reported a position in Zimmer Biomet in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Zimmer Biomet position peaked at $18K in Q4 2019.
946 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.