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Bourgeon Capital Management’s ZIM Integrated Shipping Services ZIM Stock Holding History

Bourgeon Capital 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
2024
Q1 		– Sell
-150
Closed -$1.48K – 399
2023
Q4 		$1.48K Hold
150
– – ﹤0.01% 310
2023
Q3 		$1.57K Hold
150
– – ﹤0.01% 293
2023
Q2 		$1.86K Hold
150
– – ﹤0.01% 294
2023
Q1 		$3.54K Hold
150
– – ﹤0.01% 273
2022
Q4 		$2.58K Hold
150
– – ﹤0.01% 301
2022
Q3 		$4K Hold
150
– – ﹤0.01% 283
2022
Q2 		$7K Buy
+150
New +$8.8K ﹤0.01% 240

Other funds holding ZIM

IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YLHM
Yelin Lapidot Holdings Management Tel Aviv, Israel $480M AUM 42.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bourgeon Capital Management's ZIM Position: Q1 2024 in Review

Bourgeon Capital Management sold out of ZIM Integrated Shipping Services (ZIM) in Q1 2024, closing a stake of 150 shares — an estimated $1.48K sold.

Bourgeon Capital Management first reported a position in ZIM in Q2 2022 and held it in 7 quarters. The position peaked at $7K in Q2 2022. 192 funds tracked by Wall St. Rank hold ZIM as of Q1 2024.

  • Bourgeon Capital Management reported no remaining ZIM Integrated Shipping Services position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 150 ZIM Integrated Shipping Services shares in Q1 2024, an estimated $1.48K.
  • Bourgeon Capital Management first reported a position in ZIM Integrated Shipping Services in Q2 2022 and held it in 7 quarters.
  • Bourgeon Capital Management's ZIM Integrated Shipping Services position peaked at $7K in Q2 2022.
  • 192 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.