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Willingdon Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Willingdon Wealth 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
2019
Q4 		– Sell
-4
Closed -$1K – 552
2019
Q3 		$1K Sell
4
-31
-89% -$4K ﹤0.01% 484
2019
Q2 		$4K Hold
35
– – ﹤0.01% 267
2019
Q1 		$4K Hold
35
– – ﹤0.01% 286
2018
Q4 		$4K Hold
35
– – ﹤0.01% 300
2018
Q3 		$4K Hold
35
– – ﹤0.01% 345
2018
Q2 		$4K Sell
35
-45
-56% -$4.9K ﹤0.01% 301
2018
Q1 		$9K Sell
80
-15
-16% -$1.74K ﹤0.01% 269
2017
Q4 		$11K Buy
95
+15
+19% +$1.7K ﹤0.01% 238
2017
Q3 		$9K Buy
+80
New +$9.23K ﹤0.01% 229

Other funds holding ZBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Willingdon Wealth Management's ZBH Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Zimmer Biomet (ZBH) in Q4 2019, closing a stake of 4 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in ZBH in Q3 2017 and held it in 9 quarters. The position peaked at $11K in Q4 2017. 989 funds tracked by Wall St. Rank hold ZBH as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Zimmer Biomet position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 4 Zimmer Biomet shares in Q4 2019, an estimated $1K.
  • Willingdon Wealth Management first reported a position in Zimmer Biomet in Q3 2017 and held it in 9 quarters.
  • Willingdon Wealth Management's Zimmer Biomet position peaked at $11K in Q4 2017.
  • 989 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.