Wealthfront’s Zimmer Biomet ZBH Stock Holding History

Wealthfront’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 Q3	$235K	Buy	+1,842	New	+$219K	﹤0.01%	485
2018 Q1	–	Sell	-1,967	Closed	-$230K	–	528
2017 Q4	$230K	Sell	1,967 -99	-5%	-$11.2K	﹤0.01%	473
2017 Q3	$235K	Sell	2,066 -1,211	-37%	-$140K	﹤0.01%	464
2017 Q2	$409K	Buy	3,277 +392	+14%	+$46.5K	0.01%	319
2017 Q1	$342K	Buy	+2,885	New	+$327K	0.01%	309
2016 Q4	–	Sell	-1,976	Closed	-$249K	–	407
2016 Q3	$249K	Buy	+1,976	New	+$244K	0.01%	319
2016 Q1	–	Sell	-2,298	Closed	-$229K	–	360
2015 Q4	$229K	Buy	2,298 +1,109	+93%	+$109K	0.01%	267
2015 Q3	$108K	Sell	1,189 -697	-37%	-$69.9K	﹤0.01%	393
2015 Q2	$200K	Sell	1,886 -372	-16%	-$41.2K	0.01%	264
2015 Q1	$258K	Buy	2,258 +695	+44%	+$79.3K	0.01%	196
2014 Q4	$172K	Buy	1,563 +133	+9%	+$14K	0.01%	254
2014 Q3	$140K	Sell	1,430 -31	-2%	-$3.05K	0.01%	229
2014 Q2	$149K	Buy	1,461 +778	+114%	+$75.9K	0.01%	143
2014 Q1	$63K	Buy	+683	New	+$62.9K	0.01%	214

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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

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

Wealthfront's ZBH Position: Q3 2018 in Review

Wealthfront opened a new position in Zimmer Biomet (ZBH) in Q3 2018: 1,842 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #485 among its holdings. This is a return to the name: Wealthfront previously reported a position in ZBH as recently as Q4 2017.

Wealthfront first reported a position in ZBH in Q1 2014 and has held it in 14 quarters since. The position peaked at $409K in Q2 2017. 892 funds tracked by Wall St. Rank hold ZBH as of Q3 2018.

Wealthfront held 1,842 shares of Zimmer Biomet worth $235K as of Q3 2018.
Zimmer Biomet was a new Wealthfront position in Q3 2018.
Zimmer Biomet made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #485 holding.
Wealthfront first reported a position in Zimmer Biomet in Q1 2014 and has held it in 14 quarters since.
Wealthfront's Zimmer Biomet position peaked at $409K in Q2 2017.
892 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.