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Virtus Investment Advisers’s Zimmer Biomet ZBH Stock Holding History

Virtus Investment Advisers’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
2018
Q1 		– Sell
-4,020
Closed -$471K – 449
2017
Q4 		$471K Sell
4,020
-373
-8% -$42.2K 0.05% 302
2017
Q3 		$500K Sell
4,393
-413
-9% -$47.7K 0.05% 312
2017
Q2 		$599K Sell
4,806
-1,296
-21% -$154K 0.06% 300
2017
Q1 		$723K Buy
6,102
+255
+4% +$28.9K 0.06% 285
2016
Q4 		$586K Sell
5,847
-5,974
-51% -$640K 0.05% 340
2016
Q3 		$1.49M Buy
+11,821
New +$1.46M 0.1% 259

Other funds holding ZBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Virtus Investment Advisers's ZBH Position: Q1 2018 in Review

Virtus Investment Advisers sold out of Zimmer Biomet (ZBH) in Q1 2018, closing a stake of 4,020 shares — an estimated $471K sold.

Virtus Investment Advisers first reported a position in ZBH in Q3 2016 and held it in 6 quarters. The position peaked at $1.49M in Q3 2016. 875 funds tracked by Wall St. Rank hold ZBH as of Q1 2018.

  • Virtus Investment Advisers reported no remaining Zimmer Biomet position as of Q1 2018 after selling out during the quarter.
  • Virtus Investment Advisers sold 4,020 Zimmer Biomet shares in Q1 2018, an estimated $471K.
  • Virtus Investment Advisers first reported a position in Zimmer Biomet in Q3 2016 and held it in 6 quarters.
  • Virtus Investment Advisers's Zimmer Biomet position peaked at $1.49M in Q3 2016.
  • 875 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2018.

Based on Virtus Investment Advisers's 13F filing for Q1 2018, filed 15 May 2018.