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Winthrop Partners - WNY’s Zimmer Biomet ZBH Stock Holding History

Winthrop Partners - WNY’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
Q3 		$43.9K Hold
330
– – 0.03% 182
2019
Q2 		$37.7K Hold
330
– – 0.03% 160
2019
Q1 		$40.9K Hold
330
– – 0.03% 156
2018
Q4 		$33.2K Sell
330
-82
-20% -$9.22K 0.03% 160
2018
Q3 		$52.6K Buy
412
+360
+692% +$42.8K 0.04% 172
2018
Q2 		$5.57K Hold
52
– – ﹤0.01% 278
2018
Q1 		$5.31K Buy
+52
New +$6.04K ﹤0.01% 378

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Winthrop Partners - WNY's ZBH Position: Q3 2019 in Review

Winthrop Partners - WNY held its Zimmer Biomet (ZBH) position steady in Q3 2019 at 330 shares worth $43.9K. The position accounts for 0.03% of the portfolio, ranked #182.

Winthrop Partners - WNY first reported a position in ZBH in Q1 2018 and has held it in 7 quarters since. The position peaked at $52.6K in Q3 2018. 896 funds tracked by Wall St. Rank hold ZBH as of Q3 2019.

  • Winthrop Partners - WNY held 330 shares of Zimmer Biomet worth $43.9K as of Q3 2019.
  • Winthrop Partners - WNY left its Zimmer Biomet share count unchanged in Q3 2019.
  • Zimmer Biomet made up 0.03% of Winthrop Partners - WNY's portfolio in Q3 2019, its #182 holding.
  • Winthrop Partners - WNY first reported a position in Zimmer Biomet in Q1 2018 and has held it in 7 quarters since.
  • Winthrop Partners - WNY's Zimmer Biomet position peaked at $52.6K in Q3 2018.
  • 896 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.