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Bartlett & Co Wealth Management’s ZIM Integrated Shipping Services ZIM Stock Holding History

Bartlett & Co 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
2025
Q4 		– Sell
-40
Closed -$542 – 1273
2025
Q3 		$542 Hold
40
– – ﹤0.01% 1137
2025
Q2 		$644 Sell
40
-60
-60% -$945 ﹤0.01% 1161
2025
Q1 		$1.78K Buy
100
+60
+150% +$1.13K ﹤0.01% 1078
2024
Q4 		$859 Hold
40
– – ﹤0.01% 1080
2024
Q3 		$1.03K Hold
40
– – ﹤0.01% 1077
2024
Q2 		$887 Hold
40
– – ﹤0.01% 1091
2024
Q1 		$405 Sell
40
-2,000
-98% -$24.3K ﹤0.01% 1088
2023
Q4 		$19.9K Hold
2,040
– – ﹤0.01% 884
2023
Q3 		$21.3K Sell
2,040
-2,000
-50% -$25.4K ﹤0.01% 813
2023
Q2 		$50.1K Buy
+4,040
New +$65K ﹤0.01% 668

Other funds holding ZIM

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
YLHM
Yelin Lapidot Holdings Management Tel Aviv, Israel $527M AUM 50.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bartlett & Co Wealth Management's ZIM Position: Q4 2025 in Review

Bartlett & Co Wealth Management sold out of ZIM Integrated Shipping Services (ZIM) in Q4 2025, closing a stake of 40 shares — an estimated $542 sold.

Bartlett & Co Wealth Management first reported a position in ZIM in Q2 2023 and held it in 10 quarters. The position peaked at $50.1K in Q2 2023. 225 funds tracked by Wall St. Rank hold ZIM as of Q4 2025.

  • Bartlett & Co Wealth Management reported no remaining ZIM Integrated Shipping Services position as of Q4 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 40 ZIM Integrated Shipping Services shares in Q4 2025, an estimated $542.
  • Bartlett & Co Wealth Management first reported a position in ZIM Integrated Shipping Services in Q2 2023 and held it in 10 quarters.
  • Bartlett & Co Wealth Management's ZIM Integrated Shipping Services position peaked at $50.1K in Q2 2023.
  • 225 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q4 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.