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

Clearstead 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
2023 Q3	–	Sell	-56	Closed	-$699	–	1572
2023 Q2	$699	Buy	56 +11	+24%	+$177	﹤0.01%	1282
2023 Q1	$1.06K	Hold	45	–	–	﹤0.01%	1233
2022 Q4	$775	Buy	45 +5	+13%	+$111	﹤0.01%	1194
2022 Q3	$1K	Buy	40 +4	+11%	+$165	﹤0.01%	1218
2022 Q2	$2K	Buy	36 +11	+44%	+$646	﹤0.01%	1142
2022 Q1	$2K	Buy	+25	New	+$1.73K	﹤0.01%	1248

Other funds holding ZIM

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearstead Advisors's ZIM Position: Q3 2023 in Review

Clearstead Advisors sold out of ZIM Integrated Shipping Services (ZIM) in Q3 2023, closing a stake of 56 shares — an estimated $699 sold.

Clearstead Advisors first reported a position in ZIM in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q2 2022. 192 funds tracked by Wall St. Rank hold ZIM as of Q3 2023.

Clearstead Advisors reported no remaining ZIM Integrated Shipping Services position as of Q3 2023 after selling out during the quarter.
Clearstead Advisors sold 56 ZIM Integrated Shipping Services shares in Q3 2023, an estimated $699.
Clearstead Advisors first reported a position in ZIM Integrated Shipping Services in Q1 2022 and held it in 6 quarters.
Clearstead Advisors's ZIM Integrated Shipping Services position peaked at $2K in Q2 2022.
192 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q3 2023.

Based on Clearstead Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.