Essex LLC’s ZIM Integrated Shipping Services ZIM Stock Holding History

Essex LLC’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 Q3	$389K	Sell	13,257 -1,200	-8%	-$32.4K	0.06%	130
2026 Q2	$376K	Sell	14,457 -300	-2%	-$7.74K	0.06%	134
2026 Q1	$389K	Sell	14,757 -250	-2%	-$6.23K	0.07%	129
2025 Q4	$319K	Hold	15,007	–	–	0.06%	140
2025 Q3	$203K	Sell	15,007 -100	-0.7%	-$1.52K	0.04%	168
2025 Q2	$243K	Buy	+15,107	New	+$238K	0.05%	157

Other funds holding ZIM

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

DIM

DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

JPWM

Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essex LLC's ZIM Position: Q3 2026 in Review

Essex LLC reduced its ZIM Integrated Shipping Services (ZIM) stake by 8.3% in Q3 2026, selling an estimated $32.4K and leaving 13,257 shares worth $389K. The position accounts for 0.06% of the portfolio, ranked #130.

Essex LLC first reported a position in ZIM in Q2 2025 and has held it in 6 quarters since. The position peaked at $389K in Q1 2026. 16 funds tracked by Wall St. Rank hold ZIM as of Q3 2026.

Essex LLC held 13,257 shares of ZIM Integrated Shipping Services worth $389K as of Q3 2026.
Essex LLC sold 1,200 ZIM Integrated Shipping Services shares in Q3 2026, an estimated $32.4K.
ZIM Integrated Shipping Services made up 0.06% of Essex LLC's portfolio in Q3 2026, its #130 holding.
Essex LLC first reported a position in ZIM Integrated Shipping Services in Q2 2025 and has held it in 6 quarters since.
Essex LLC's ZIM Integrated Shipping Services position peaked at $389K in Q1 2026.
16 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q3 2026.

Based on Essex LLC's 13F filing for Q3 2026, filed 14 Oct 2026.