Annex Advisory Services’s ZIM Integrated Shipping Services ZIM Stock Holding History

Annex Advisory Services’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
2025 Q3	–	Sell	-11,802	Closed	-$190K	–	348
2025 Q2	$190K	Hold	11,802	–	–	﹤0.01%	314
2025 Q1	$172K	Hold	11,802	–	–	﹤0.01%	303
2024 Q4	$253K	Sell	11,802 -10,000	-46%	-$220K	0.01%	269
2024 Q3	$559K	Sell	21,802 -200	-0.9%	-$3.89K	0.02%	182
2024 Q2	$488K	Buy	22,002 +200	+0.9%	+$3.24K	0.02%	187
2024 Q1	$221K	Hold	21,802	–	–	0.01%	259
2023 Q4	$215K	Hold	21,802	–	–	0.01%	251
2023 Q3	$228K	Hold	21,802	–	–	0.01%	231
2023 Q2	$270K	Buy	21,802 +4,918	+29%	+$79.1K	0.02%	209
2023 Q1	$398K	Hold	16,884	–	–	0.02%	161
2022 Q4	$290K	Buy	+16,884	New	+$376K	0.02%	191

Other funds holding ZIM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

YLHM

Yelin Lapidot Holdings Management Tel Aviv, Israel $527M AUM 50.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Annex Advisory Services's ZIM Position: Q3 2025 in Review

Annex Advisory Services sold out of ZIM Integrated Shipping Services (ZIM) in Q3 2025, closing a stake of 11,802 shares — an estimated $190K sold.

Annex Advisory Services first reported a position in ZIM in Q4 2022 and held it in 11 quarters. The position peaked at $559K in Q3 2024. 221 funds tracked by Wall St. Rank hold ZIM as of Q3 2025.

Annex Advisory Services reported no remaining ZIM Integrated Shipping Services position as of Q3 2025 after selling out during the quarter.
Annex Advisory Services sold 11,802 ZIM Integrated Shipping Services shares in Q3 2025, an estimated $190K.
Annex Advisory Services first reported a position in ZIM Integrated Shipping Services in Q4 2022 and held it in 11 quarters.
Annex Advisory Services's ZIM Integrated Shipping Services position peaked at $559K in Q3 2024.
221 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q3 2025.

Based on Annex Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.