Ownership history in MCMORGAN & CO LLC Β· 33 quarters on record
This page tracks every 13F SEC filing in which MCMORGAN & CO LLC reported a position in D Zimmer Holdings Inc COM (ZBH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MCMORGAN & CO LLC underperformed the S&P 500 by β31.1% annually on this ZBH position. Timing score: 69% (18/26 decisions correct). Average cost basis: $43.24. Maximum drawdown during holding period: β36.2%.
β Significantly underperformed the S&P 500 by 31.1% ann.
32 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
18 of 26 add/trim decisions correct
Best entry: $26.32 (2001 Q4) Β· Worst: $124.21 (2022 Q4)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
9 adds Β· 18 trims. Bought during 4 of 13 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.06% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size