Regal Investment Advisors’s Zimmer Biomet ZBH Stock Holding History

Regal Investment Advisors’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
2023 Q1	–	Sell	-10,262	Closed	-$1.31M	–	559
2022 Q4	$1.31M	Sell	10,262 -10	-0.1%	-$1.16K	0.13%	157
2022 Q3	$1.07M	Buy	10,272 +57	+0.6%	+$6.25K	0.11%	172
2022 Q2	$1.07M	Buy	+10,215	New	+$1.21M	0.11%	172
2015 Q4	–	Sell	-206	Closed	-$18K	–	896
2015 Q3	$18K	Hold	206	–	–	﹤0.01%	582
2015 Q2	$21K	Buy	206 +131	+175%	+$14.5K	0.01%	551
2015 Q1	$9K	Buy	75 +63	+525%	+$7.19K	﹤0.01%	711
2014 Q4	$1K	Hold	12	–	–	﹤0.01%	897
2014 Q3	$1K	Hold	12	–	–	﹤0.01%	924
2014 Q2	$1K	Hold	12	–	–	﹤0.01%	887
2014 Q1	$1K	Hold	12	–	–	﹤0.01%	869
2013 Q4	$1K	Sell	12 -42	-78%	-$3.63K	﹤0.01%	803
2013 Q3	$4K	Hold	54	–	–	﹤0.01%	741
2013 Q2	$4K	Buy	+54	New	+$4.04K	﹤0.01%	733

Other funds holding ZBH

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Regal Investment Advisors's ZBH Position: Q1 2023 in Review

Regal Investment Advisors sold out of Zimmer Biomet (ZBH) in Q1 2023, closing a stake of 10,262 shares — an estimated $1.31M sold.

Regal Investment Advisors first reported a position in ZBH in Q2 2013 and held it in 13 quarters. The position peaked at $1.31M in Q4 2022. 993 funds tracked by Wall St. Rank hold ZBH as of Q1 2023.

Regal Investment Advisors reported no remaining Zimmer Biomet position as of Q1 2023 after selling out during the quarter.
Regal Investment Advisors sold 10,262 Zimmer Biomet shares in Q1 2023, an estimated $1.31M.
Regal Investment Advisors first reported a position in Zimmer Biomet in Q2 2013 and held it in 13 quarters.
Regal Investment Advisors's Zimmer Biomet position peaked at $1.31M in Q4 2022.
993 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2023.

Based on Regal Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.