Colonial Trust Advisors’s Zimmer Biomet ZBH Stock Holding History

Colonial Trust 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
2025 Q1	–	Sell	-43	Closed	-$4.54K	–	724
2024 Q4	$4.54K	Buy	+43	New	+$4.61K	﹤0.01%	574
2024 Q2	–	Sell	-1	Closed	-$132	–	1033
2024 Q1	$132	Hold	1	–	–	﹤0.01%	1003
2023 Q4	$122	Sell	1 -1	-50%	-$112	﹤0.01%	891
2023 Q3	$224	Buy	2 +1	+100%	+$127	﹤0.01%	865
2023 Q2	$146	Hold	1	–	–	﹤0.01%	887
2023 Q1	$129	Hold	1	–	–	﹤0.01%	887
2022 Q4	$128	Buy	+1	New	+$116	﹤0.01%	892

Other funds holding ZBH

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Colonial Trust Advisors's ZBH Position: Q1 2025 in Review

Colonial Trust Advisors sold out of Zimmer Biomet (ZBH) in Q1 2025, closing a stake of 43 shares — an estimated $4.54K sold.

Colonial Trust Advisors first reported a position in ZBH in Q4 2022 and held it in 7 quarters. The position peaked at $4.54K in Q4 2024. 1,000 funds tracked by Wall St. Rank hold ZBH as of Q1 2025.

Colonial Trust Advisors reported no remaining Zimmer Biomet position as of Q1 2025 after selling out during the quarter.
Colonial Trust Advisors sold 43 Zimmer Biomet shares in Q1 2025, an estimated $4.54K.
Colonial Trust Advisors first reported a position in Zimmer Biomet in Q4 2022 and held it in 7 quarters.
Colonial Trust Advisors's Zimmer Biomet position peaked at $4.54K in Q4 2024.
1,000 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2025.

Based on Colonial Trust Advisors's 13F filing for Q1 2025, filed 14 May 2025.