BBR Partners’s ZIM Integrated Shipping Services ZIM Stock Holding History

BBR Partners’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	–	Sell	-60,058	Closed	-$628K	–	231
2023 Q3	$628K	Sell	60,058 -34	-0.1%	-$432	0.07%	87
2023 Q2	$745K	Hold	60,092	–	–	0.08%	80
2023 Q1	$1.42M	Sell	60,092 -2,000	-3%	-$42K	0.16%	52
2022 Q4	$1.07M	Sell	62,092 -200	-0.3%	-$4.45K	0.12%	64
2022 Q3	$1.46M	Buy	+62,292	New	+$2.57M	0.19%	55

Other funds holding ZIM

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 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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BBR Partners's ZIM Position: Q4 2023 in Review

BBR Partners sold out of ZIM Integrated Shipping Services (ZIM) in Q4 2023, closing a stake of 60,058 shares — an estimated $628K sold.

BBR Partners first reported a position in ZIM in Q3 2022 and held it in 5 quarters. The position peaked at $1.46M in Q3 2022. 196 funds tracked by Wall St. Rank hold ZIM as of Q4 2023.

BBR Partners reported no remaining ZIM Integrated Shipping Services position as of Q4 2023 after selling out during the quarter.
BBR Partners sold 60,058 ZIM Integrated Shipping Services shares in Q4 2023, an estimated $628K.
BBR Partners first reported a position in ZIM Integrated Shipping Services in Q3 2022 and held it in 5 quarters.
BBR Partners's ZIM Integrated Shipping Services position peaked at $1.46M in Q3 2022.
196 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q4 2023.

Based on BBR Partners's 13F filing for Q4 2023, filed 13 Feb 2024.