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

Centric 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
Q3 		– Sell
-35,467
Closed -$1.68M – 141
2022
Q2 		$1.68M Buy
35,467
+7,983
+29% +$469K 0.61% 40
2022
Q1 		$2M Buy
27,484
+316
+1% +$21.9K 0.63% 40
2021
Q4 		$1.6M Buy
+27,168
New +$1.39M 0.53% 51

Other funds holding ZIM

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Centric Wealth Management's ZIM Position: Q3 2022 in Review

Centric Wealth Management sold out of ZIM Integrated Shipping Services (ZIM) in Q3 2022, closing a stake of 35,467 shares — an estimated $1.68M sold.

Centric Wealth Management first reported a position in ZIM in Q4 2021 and held it in 3 quarters. The position peaked at $2M in Q1 2022. 245 funds tracked by Wall St. Rank hold ZIM as of Q3 2022.

  • Centric Wealth Management reported no remaining ZIM Integrated Shipping Services position as of Q3 2022 after selling out during the quarter.
  • Centric Wealth Management sold 35,467 ZIM Integrated Shipping Services shares in Q3 2022, an estimated $1.68M.
  • Centric Wealth Management first reported a position in ZIM Integrated Shipping Services in Q4 2021 and held it in 3 quarters.
  • Centric Wealth Management's ZIM Integrated Shipping Services position peaked at $2M in Q1 2022.
  • 245 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q3 2022.

Based on Centric Wealth Management's 13F filing for Q3 2022, filed 5 Oct 2022.