Zimmer Partners’s DT Midstream DTM Stock Holding History

Zimmer Partners’s Portfolio DTM Stock Details DTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-729,629	Closed	-$70.4M	–	178
2025 Q1	$70.4M	Sell	729,629 -20,371	-3%	-$2.04M	1.43%	25
2024 Q4	$74.6M	Buy	+750,000	New	+$71.4M	1.29%	23
2024 Q2	–	Sell	-329,666	Closed	-$20.1M	–	167
2024 Q1	$20.1M	Sell	329,666 -473,950	-59%	-$26.4M	0.44%	45
2023 Q4	$44M	Sell	803,616 -1,348,742	-63%	-$74.3M	1.61%	17
2023 Q3	$114M	Buy	2,152,358 +612,857	+40%	+$32M	3.01%	10
2023 Q2	$76.3M	Buy	1,539,501 +851,101	+124%	+$40.7M	1.91%	22
2023 Q1	$34M	Buy	+688,400	New	+$35.7M	0.7%	45
2022 Q4	–	Sell	-20,000	Closed	-$1.04M	–	89
2022 Q3	$1.04M	Sell	20,000 -1,696,471	-99%	-$91.6M	0.02%	82
2022 Q2	$84.1M	Sell	1,716,471 -1,587,134	-48%	-$86.6M	1.8%	20
2022 Q1	$179M	Sell	3,303,605 -698,015	-17%	-$36.4M	2.6%	11
2021 Q4	$192M	Buy	4,001,620 +876,967	+28%	+$42M	2.87%	11
2021 Q3	$144M	Buy	3,124,653 +2,906,653	+1,333%	+$127M	2.29%	13
2021 Q2	$8.43M	Buy	+218,000	New	+$8.83M	0.12%	102

Other funds holding DTM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Geode Capital Management

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