Royal Fund Management’s Zimmer Biomet ZBH Stock Holding History

Royal Fund Management’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 Q3	–	Sell	-37	Closed	-$4K	–	674
2018 Q2	$4K	Hold	37	–	–	﹤0.01%	445
2018 Q1	$3K	Hold	37	–	–	﹤0.01%	439
2017 Q4	$4K	Hold	37	–	–	﹤0.01%	535
2017 Q3	$4K	Hold	37	–	–	﹤0.01%	388
2017 Q2	$4K	Hold	37	–	–	﹤0.01%	349
2017 Q1	$4K	Hold	37	–	–	﹤0.01%	338
2016 Q4	$3K	Buy	+37	New	+$3.97K	﹤0.01%	343

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Royal Fund Management's ZBH Position: Q3 2018 in Review

Royal Fund Management sold out of Zimmer Biomet (ZBH) in Q3 2018, closing a stake of 37 shares — an estimated $4K sold.

Royal Fund Management first reported a position in ZBH in Q4 2016 and held it in 7 quarters. The position peaked at $4K in Q2 2018. 891 funds tracked by Wall St. Rank hold ZBH as of Q3 2018.

Royal Fund Management reported no remaining Zimmer Biomet position as of Q3 2018 after selling out during the quarter.
Royal Fund Management sold 37 Zimmer Biomet shares in Q3 2018, an estimated $4K.
Royal Fund Management first reported a position in Zimmer Biomet in Q4 2016 and held it in 7 quarters.
Royal Fund Management's Zimmer Biomet position peaked at $4K in Q2 2018.
891 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2018.

Based on Royal Fund Management's 13F filing for Q3 2018, filed 7 May 2020.