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Wharton Business Group’s Zimmer Biomet ZBH Stock Holding History

Wharton Business Group’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
-13,042
Closed -$1.2M – 158
2014
Q1 		$1.2M Sell
13,042
-319
-2% -$29.4K 0.1% 104
2013
Q4 		$1.21M Sell
13,361
-1,133
-8% -$98K 0.1% 102
2013
Q3 		$1.16M Sell
14,494
-1,277
-8% -$101K 0.1% 101
2013
Q2 		$1.15M Buy
+15,771
New +$1.18M 0.1% 102

Other funds holding ZBH

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
IIS
Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wharton Business Group's ZBH Position: Q2 2014 in Review

Wharton Business Group sold out of Zimmer Biomet (ZBH) in Q2 2014, closing a stake of 13,042 shares — an estimated $1.2M sold.

Wharton Business Group first reported a position in ZBH in Q2 2013 and held it in 4 quarters. The position peaked at $1.21M in Q4 2013. 707 funds tracked by Wall St. Rank hold ZBH as of Q2 2014.

  • Wharton Business Group reported no remaining Zimmer Biomet position as of Q2 2014 after selling out during the quarter.
  • Wharton Business Group sold 13,042 Zimmer Biomet shares in Q2 2014, an estimated $1.2M.
  • Wharton Business Group first reported a position in Zimmer Biomet in Q2 2013 and held it in 4 quarters.
  • Wharton Business Group's Zimmer Biomet position peaked at $1.21M in Q4 2013.
  • 707 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2014.

Based on Wharton Business Group's 13F filing for Q2 2014, filed 11 Aug 2014.