CWM
ZIM icon

Castle Wealth Management’s ZIM Integrated Shipping Services ZIM Stock Holding History

Castle 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
2022
Q4 		– Sell
-67
Closed -$2K – 659
2022
Q3 		$2K Hold
67
– – ﹤0.01% 602
2022
Q2 		$3K Buy
+67
New +$3.93K ﹤0.01% 553

Other funds holding ZIM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Castle Wealth Management's ZIM Position: Q4 2022 in Review

Castle Wealth Management sold out of ZIM Integrated Shipping Services (ZIM) in Q4 2022, closing a stake of 67 shares — an estimated $2K sold.

Castle Wealth Management first reported a position in ZIM in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q2 2022. 241 funds tracked by Wall St. Rank hold ZIM as of Q4 2022.

  • Castle Wealth Management reported no remaining ZIM Integrated Shipping Services position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 67 ZIM Integrated Shipping Services shares in Q4 2022, an estimated $2K.
  • Castle Wealth Management first reported a position in ZIM Integrated Shipping Services in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's ZIM Integrated Shipping Services position peaked at $3K in Q2 2022.
  • 241 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.