Weik Capital Management’s Zimmer Biomet ZBH Stock Holding History

Weik Capital Management’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 Q4	–	Sell	-1,900	Closed	-$243K	–	129
2018 Q3	$243K	Sell	1,900 -119	-6%	-$14.1K	0.12%	118
2018 Q2	$218K	Sell	2,019 -633	-24%	-$68.9K	0.11%	124
2018 Q1	$281K	Buy	2,652 +340	+15%	+$39.5K	0.14%	113
2017 Q4	$271K	Hold	2,312	–	–	0.13%	112
2017 Q3	$263K	Buy	2,312 +582	+34%	+$67.2K	0.13%	109
2017 Q2	$216K	Buy	+1,730	New	+$205K	0.11%	110

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

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

Weik Capital Management's ZBH Position: Q4 2018 in Review

Weik Capital Management sold out of Zimmer Biomet (ZBH) in Q4 2018, closing a stake of 1,900 shares — an estimated $243K sold.

Weik Capital Management first reported a position in ZBH in Q2 2017 and held it in 6 quarters. The position peaked at $281K in Q1 2018. 872 funds tracked by Wall St. Rank hold ZBH as of Q4 2018.

Weik Capital Management reported no remaining Zimmer Biomet position as of Q4 2018 after selling out during the quarter.
Weik Capital Management sold 1,900 Zimmer Biomet shares in Q4 2018, an estimated $243K.
Weik Capital Management first reported a position in Zimmer Biomet in Q2 2017 and held it in 6 quarters.
Weik Capital Management's Zimmer Biomet position peaked at $281K in Q1 2018.
872 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2018.

Based on Weik Capital Management's 13F filing for Q4 2018, filed 12 Feb 2019.