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UBS’s Zimmer Biomet ZBH Stock Holding History

UBS’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
Q2 		– Sell
-1,339
Closed -$123K – 10885
2014
Q1 		$123K Sell
1,339
-3,914
-75% -$361K ﹤0.01% 5746
2013
Q4 		$475K Buy
5,253
+1,339
+34% +$116K ﹤0.01% 4402
2013
Q3 		$312K Sell
3,914
-1,648
-30% -$130K ﹤0.01% 4658
2013
Q2 		$405K Buy
+5,562
New +$416K ﹤0.01% 4306

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

UBS's ZBH Position: Q3 2014 in Review

UBS increased its Zimmer Biomet (ZBH) stake by 10% in Q3 2014, buying an estimated $1.11M and bringing the position to 120,087 shares worth $11.7M. The position accounts for 0.01% of the portfolio, ranked #1330.

UBS first reported a position in ZBH in Q2 2013 and has held it in 6 quarters since. 720 funds tracked by Wall St. Rank hold ZBH as of Q3 2014.

  • UBS held 120,087 shares of Zimmer Biomet worth $11.7M as of Q3 2014.
  • UBS bought 11,239 Zimmer Biomet shares in Q3 2014, an estimated $1.11M.
  • Zimmer Biomet made up 0.01% of UBS's portfolio in Q3 2014, its #1330 holding.
  • UBS first reported a position in Zimmer Biomet in Q2 2013 and has held it in 6 quarters since.
  • 720 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.