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AE Wealth Management’s ZIM Integrated Shipping Services ZIM Stock Holding History

AE Wealth Management’s Portfolio ZIM Stock Details ZIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-26,180
Closed -$265K – 1288
2024
Q1 		$265K Sell
26,180
-12,210
-32% -$148K ﹤0.01% 1000
2023
Q4 		$516K Buy
+38,390
New +$323K ﹤0.01% 1420
2023
Q3 		– Sell
-40,422
Closed -$501K – 2087
2023
Q2 		$501K Sell
40,422
-943
-2% -$15.2K ﹤0.01% 1399
2023
Q1 		$975K Sell
41,365
-11,242
-21% -$236K 0.01% 1058
2022
Q4 		$904K Buy
52,607
+30,563
+139% +$680K 0.01% 1031
2022
Q3 		$518K Buy
22,044
+5,058
+30% +$209K ﹤0.01% 1247
2022
Q2 		$802K Buy
+16,986
New +$997K 0.01% 970

Other funds holding ZIM

D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

AE Wealth Management's ZIM Position: Q2 2024 in Review

AE Wealth Management sold out of ZIM Integrated Shipping Services (ZIM) in Q2 2024, closing a stake of 26,180 shares — an estimated $265K sold.

AE Wealth Management first reported a position in ZIM in Q2 2022 and held it in 7 quarters. The position peaked at $975K in Q1 2023. 204 funds tracked by Wall St. Rank hold ZIM as of Q2 2024.

  • AE Wealth Management reported no remaining ZIM Integrated Shipping Services position as of Q2 2024 after selling out during the quarter.
  • AE Wealth Management sold 26,180 ZIM Integrated Shipping Services shares in Q2 2024, an estimated $265K.
  • AE Wealth Management first reported a position in ZIM Integrated Shipping Services in Q2 2022 and held it in 7 quarters.
  • AE Wealth Management's ZIM Integrated Shipping Services position peaked at $975K in Q1 2023.
  • 204 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2024.

Based on AE Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.