Creative Planning
ZIM icon

Creative Planning’s ZIM Integrated Shipping Services ZIM Stock Holding History

Creative Planning’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
2026
Q1 		$237K Buy
+9,006
New +$224K ﹤0.01% 3611
2025
Q1 		– Sell
-10,326
Closed -$222K – 3758
2024
Q4 		$222K Buy
+10,326
New +$227K ﹤0.01% 2897
2022
Q3 		– Sell
-5,519
Closed -$261K – 2462
2022
Q2 		$261K Sell
5,519
-2,562
-32% -$150K ﹤0.01% 1707
2022
Q1 		$588K Sell
8,081
-4,154
-34% -$287K ﹤0.01% 1246
2021
Q4 		$720K Buy
12,235
+4,205
+52% +$215K ﹤0.01% 1109
2021
Q3 		$407K Buy
+8,030
New +$375K ﹤0.01% 1410

Other funds holding ZIM

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
YLHM
Yelin Lapidot Holdings Management Tel Aviv, Israel $480M AUM 42.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return