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

Bartlett & Co’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
2023
Q4 		$20K Hold
2,040
– – ﹤0.01% 886
2023
Q3 		$21K Sell
2,040
-2,000
-50% -$25.4K ﹤0.01% 819
2023
Q2 		$50K Buy
+4,040
New +$65K ﹤0.01% 671

Other funds holding ZIM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bartlett & Co's ZIM Position: Q4 2023 in Review

Bartlett & Co held its ZIM Integrated Shipping Services (ZIM) position steady in Q4 2023 at 2,040 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Bartlett & Co first reported a position in ZIM in Q2 2023 and has held it in 3 quarters since. The position peaked at $50K in Q2 2023. 196 funds tracked by Wall St. Rank hold ZIM as of Q4 2023.

  • Bartlett & Co held 2,040 shares of ZIM Integrated Shipping Services worth $20K as of Q4 2023.
  • Bartlett & Co left its ZIM Integrated Shipping Services share count unchanged in Q4 2023.
  • ZIM Integrated Shipping Services made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #886 holding.
  • Bartlett & Co first reported a position in ZIM Integrated Shipping Services in Q2 2023 and has held it in 3 quarters since.
  • Bartlett & Co's ZIM Integrated Shipping Services position peaked at $50K in Q2 2023.
  • 196 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.