Diversified Trust’s Zimmer Biomet ZBH Stock Holding History

Diversified Trust’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 Q2	–	Sell	-2,018	Closed	-$228K	–	1019
2025 Q1	$228K	Buy	+2,018	New	+$216K	0.01%	815
2023 Q3	–	Sell	-3,205	Closed	-$467K	–	940
2023 Q2	$467K	Buy	+3,205	New	+$436K	0.02%	485
2021 Q1	–	Sell	-2,032	Closed	-$304K	–	865
2020 Q4	$304K	Buy	2,032 +176	+9%	+$24.9K	0.01%	505
2020 Q3	$245K	Buy	+1,856	New	+$242K	0.01%	504
2015 Q2	–	Sell	-2,697	Closed	-$308K	–	493
2015 Q1	$308K	Sell	2,697 -309	-10%	-$35.3K	0.03%	400
2014 Q4	$331K	Buy	+3,006	New	+$317K	0.03%	395
2014 Q2	$426K	Buy	+4,226	New	+$412K	0.04%	399
2013 Q4	$468K	Buy	5,174 +26	+0.5%	+$2.25K	0.05%	337
2013 Q3	$411K	Sell	5,148 -304	-6%	-$23.9K	0.04%	350
2013 Q2	$397K	Buy	+5,452	New	+$408K	0.05%	350

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Diversified Trust's ZBH Position: Q2 2025 in Review

Diversified Trust sold out of Zimmer Biomet (ZBH) in Q2 2025, closing a stake of 2,018 shares — an estimated $228K sold.

Diversified Trust first reported a position in ZBH in Q2 2013 and held it in 10 quarters. The position peaked at $468K in Q4 2013. 934 funds tracked by Wall St. Rank hold ZBH as of Q2 2025.

Diversified Trust reported no remaining Zimmer Biomet position as of Q2 2025 after selling out during the quarter.
Diversified Trust sold 2,018 Zimmer Biomet shares in Q2 2025, an estimated $228K.
Diversified Trust first reported a position in Zimmer Biomet in Q2 2013 and held it in 10 quarters.
Diversified Trust's Zimmer Biomet position peaked at $468K in Q4 2013.
934 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2025.

Based on Diversified Trust's 13F filing for Q2 2025, filed 11 Jul 2025.