AssetMark Inc’s ZIM Integrated Shipping Services ZIM Stock Holding History

AssetMark Inc’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
2026 Q3	$1.67K	Buy	57 +2	+4%	+$54	﹤0.01%	3099
2026 Q2	$1.43K	Sell	55 -2,197	-98%	-$56.7K	﹤0.01%	3067
2026 Q1	$59.3K	Buy	+2,252	New	+$56.1K	﹤0.01%	1695
2025 Q4	–	Sell	-7	Closed	-$95	–	3483
2025 Q3	$95	Hold	7	–	–	﹤0.01%	3126
2025 Q2	$113	Buy	+7	New	+$110	﹤0.01%	2930
2025 Q1	–	Sell	-8	Closed	-$172	–	2781
2024 Q4	$172	Buy	+8	New	+$176	﹤0.01%	2492
2023 Q3	–	Sell	-214	Closed	-$2.66K	–	1815
2023 Q2	$2.66K	Sell	214 -181,371	-100%	-$2.92M	﹤0.01%	1398
2023 Q1	$4.28M	Sell	181,585 -36,933	-17%	-$776K	0.02%	340
2022 Q4	$3.76M	Sell	218,518 -11,371	-5%	-$253K	0.02%	331
2022 Q3	$5.4M	Buy	229,889 +228,385	+15,185%	+$9.44M	0.03%	262
2022 Q2	$71K	Sell	1,504 -190	-11%	-$11.2K	﹤0.01%	866
2022 Q1	$123K	Buy	1,694 +1,061	+168%	+$73.4K	﹤0.01%	774
2021 Q4	$37K	Buy	+633	New	+$32.4K	﹤0.01%	971

Other funds holding ZIM

YLHM

Yelin Lapidot Holdings Management Tel Aviv, Israel $549M AUM 46.93% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

RHL Group Holly, Michigan $149M AUM 28.02% 1-Year Est. Return

AssetMark Inc's ZIM Position: Q3 2026 in Review

AssetMark Inc increased its ZIM Integrated Shipping Services (ZIM) stake by 3.6% in Q3 2026, buying an estimated $54 and bringing the position to 57 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #3099.

AssetMark Inc first reported a position in ZIM in Q4 2021 and has held it in 13 quarters since. The position peaked at $5.4M in Q3 2022. 96 funds tracked by Wall St. Rank hold ZIM as of Q3 2026.

AssetMark Inc held 57 shares of ZIM Integrated Shipping Services worth $1.67K as of Q3 2026.
AssetMark Inc bought 2 ZIM Integrated Shipping Services shares in Q3 2026, an estimated $54.
ZIM Integrated Shipping Services made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3099 holding.
AssetMark Inc first reported a position in ZIM Integrated Shipping Services in Q4 2021 and has held it in 13 quarters since.
AssetMark Inc's ZIM Integrated Shipping Services position peaked at $5.4M in Q3 2022.
96 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.