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ZWJ Investment Counsel’s Zimmer Biomet ZBH Stock Holding History

ZWJ Investment Counsel’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
-2,956
Closed -$346K – 281
2017
Q4 		$346K Sell
2,956
-422
-12% -$47.7K 0.03% 212
2017
Q3 		$384K Buy
3,378
+113
+3% +$13K 0.03% 184
2017
Q2 		$407K Sell
3,265
-340
-9% -$40.3K 0.03% 188
2017
Q1 		$427K Buy
+3,605
New +$409K 0.04% 195

Other funds holding ZBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ZWJ Investment Counsel's ZBH Position: Q1 2018 in Review

ZWJ Investment Counsel sold out of Zimmer Biomet (ZBH) in Q1 2018, closing a stake of 2,956 shares — an estimated $346K sold.

ZWJ Investment Counsel first reported a position in ZBH in Q1 2017 and held it in 4 quarters. The position peaked at $427K in Q1 2017. 876 funds tracked by Wall St. Rank hold ZBH as of Q1 2018.

  • ZWJ Investment Counsel reported no remaining Zimmer Biomet position as of Q1 2018 after selling out during the quarter.
  • ZWJ Investment Counsel sold 2,956 Zimmer Biomet shares in Q1 2018, an estimated $346K.
  • ZWJ Investment Counsel first reported a position in Zimmer Biomet in Q1 2017 and held it in 4 quarters.
  • ZWJ Investment Counsel's Zimmer Biomet position peaked at $427K in Q1 2017.
  • 876 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2018.

Based on ZWJ Investment Counsel's 13F filing for Q1 2018, filed 24 Apr 2018.