CSat Investment Advisory’s Zimmer Biomet ZBH Stock Holding History

CSat Investment Advisory’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
2021 Q1	$24K	Buy	157 +13	+9%	+$2.01K	0.02%	349
2020 Q4	$22K	Sell	144 -1,497	-91%	-$211K	0.02%	317
2020 Q3	$216K	Buy	1,641 +125	+8%	+$16.3K	0.02%	263
2020 Q2	$176K	Buy	1,516 +1,104	+268%	+$127K	0.02%	335
2020 Q1	$41K	Buy	412 +35	+9%	+$4.59K	0.01%	577
2019 Q4	$54K	Buy	377 +54	+17%	+$7.45K	0.01%	615
2019 Q3	$43K	Sell	323 -10	-3%	-$1.29K	0.01%	606
2019 Q2	$38K	Buy	333 +235	+240%	+$27.5K	0.01%	622
2019 Q1	$12K	Sell	98 -10	-9%	-$1.14K	0.01%	415
2018 Q4	$11K	Buy	108 +39	+57%	+$4.39K	0.01%	402
2018 Q3	$9K	Buy	69 +2	+3%	+$238	0.01%	393
2018 Q2	$7K	Buy	+67	New	+$7.29K	﹤0.01%	423

Other funds holding ZBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CSat Investment Advisory's ZBH Position: Q1 2021 in Review

CSat Investment Advisory increased its Zimmer Biomet (ZBH) stake by 9% in Q1 2021, buying an estimated $2.01K and bringing the position to 157 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #349.

CSat Investment Advisory first reported a position in ZBH in Q2 2018 and has held it in 12 quarters since. The position peaked at $216K in Q3 2020. 1,030 funds tracked by Wall St. Rank hold ZBH as of Q1 2021.

CSat Investment Advisory held 157 shares of Zimmer Biomet worth $24K as of Q1 2021.
CSat Investment Advisory bought 13 Zimmer Biomet shares in Q1 2021, an estimated $2.01K.
Zimmer Biomet made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #349 holding.
CSat Investment Advisory first reported a position in Zimmer Biomet in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Zimmer Biomet position peaked at $216K in Q3 2020.
1,030 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.