Welch Capital Partners’s Zimmer Biomet ZBH Stock Holding History

Welch Capital Partners’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	-71,382	Closed	-$8.36M	–	46
2017 Q4	$8.36M	Sell	71,382 -103	-0.1%	-$11.6K	2.98%	10
2017 Q3	$8.13M	Sell	71,485 -2,647	-4%	-$306K	2.74%	12
2017 Q2	$9.24M	Sell	74,132 -15,388	-17%	-$1.82M	3.06%	10
2017 Q1	$10.6M	Sell	89,520 -15,821	-15%	-$1.79M	3.5%	6
2016 Q4	$10.6M	Buy	105,341 +23,865	+29%	+$2.56M	3.57%	8
2016 Q3	$10.3M	Sell	81,476 -4,552	-5%	-$562K	3.35%	9
2016 Q2	$10.1M	Sell	86,028 -89,542	-51%	-$10.1M	3.62%	13
2016 Q1	$18.2M	Sell	175,570 -7,624	-4%	-$738K	6.65%	1
2015 Q4	$18.2M	Sell	183,194 -23,422	-11%	-$2.29M	6.16%	2
2015 Q3	$18.8M	Buy	206,616 +17,963	+10%	+$1.8M	6.41%	1
2015 Q2	$20M	Buy	188,653 +333	+0.2%	+$36.8K	5.96%	1
2015 Q1	$21.5M	Buy	188,320 +32,476	+21%	+$3.71M	6.97%	1
2014 Q4	$17.2M	Hold	155,844	–	–	5.43%	4
2014 Q3	$15.2M	Buy	+155,844	New	+$15.3M	5%	4

Other funds holding ZBH

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Welch Capital Partners's ZBH Position: Q1 2018 in Review

Welch Capital Partners sold out of Zimmer Biomet (ZBH) in Q1 2018, closing a stake of 71,382 shares — an estimated $8.36M sold.

Welch Capital Partners first reported a position in ZBH in Q3 2014 and held it in 14 quarters. The position peaked at $21.5M in Q1 2015. 876 funds tracked by Wall St. Rank hold ZBH as of Q1 2018.

Welch Capital Partners reported no remaining Zimmer Biomet position as of Q1 2018 after selling out during the quarter.
Welch Capital Partners sold 71,382 Zimmer Biomet shares in Q1 2018, an estimated $8.36M.
Welch Capital Partners first reported a position in Zimmer Biomet in Q3 2014 and held it in 14 quarters.
Welch Capital Partners's Zimmer Biomet position peaked at $21.5M in Q1 2015.
876 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2018.

Based on Welch Capital Partners's 13F filing for Q1 2018, filed 9 May 2018.