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Cetera Advisors’s ZIM Integrated Shipping Services ZIM Stock Holding History

Cetera Advisors’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 		$130K Buy
+12,822
New +$156K ﹤0.01% 2282
2022
Q4 		– Sell
-22,987
Closed -$540K – 1678
2022
Q3 		$540K Buy
+22,987
New +$950K 0.01% 752
2021
Q2 		– Sell
-25,400
Closed -$618K – 1366
2021
Q1 		$618K Buy
+25,400
New +$523K 0.02% 656

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

Cetera Advisors's ZIM Position: Q1 2024 in Review

Cetera Advisors opened a new position in ZIM Integrated Shipping Services (ZIM) in Q1 2024: 12,822 shares worth $130K. The stake represents ﹤0.01% of the portfolio and ranks #2282 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in ZIM as recently as Q3 2022.

Cetera Advisors first reported a position in ZIM in Q1 2021 and has held it in 3 quarters since. The position peaked at $618K in Q1 2021. 192 funds tracked by Wall St. Rank hold ZIM as of Q1 2024.

  • Cetera Advisors held 12,822 shares of ZIM Integrated Shipping Services worth $130K as of Q1 2024.
  • ZIM Integrated Shipping Services was a new Cetera Advisors position in Q1 2024.
  • ZIM Integrated Shipping Services made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2282 holding.
  • Cetera Advisors first reported a position in ZIM Integrated Shipping Services in Q1 2021 and has held it in 3 quarters since.
  • Cetera Advisors's ZIM Integrated Shipping Services position peaked at $618K in Q1 2021.
  • 192 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.