Gradient Investments’s ZIM Integrated Shipping Services ZIM Stock Holding History

Gradient Investments’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	-489	Closed	-$6.06K	–	1919
2023 Q2	$6.06K	Buy	489 +463	+1,781%	+$7.45K	﹤0.01%	913
2023 Q1	$613	Hold	26	–	–	﹤0.01%	1260
2022 Q4	$447	Hold	26	–	–	﹤0.01%	1311
2022 Q3	$1K	Hold	26	–	–	﹤0.01%	1312
2022 Q2	$1K	Hold	26	–	–	﹤0.01%	1184
2022 Q1	$2K	Buy	+26	New	+$1.8K	﹤0.01%	1072

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

Gradient Investments's ZIM Position: Q3 2023 in Review

Gradient Investments sold out of ZIM Integrated Shipping Services (ZIM) in Q3 2023, closing a stake of 489 shares — an estimated $6.06K sold.

Gradient Investments first reported a position in ZIM in Q1 2022 and held it in 6 quarters. The position peaked at $6.06K in Q2 2023. 192 funds tracked by Wall St. Rank hold ZIM as of Q3 2023.

Gradient Investments reported no remaining ZIM Integrated Shipping Services position as of Q3 2023 after selling out during the quarter.
Gradient Investments sold 489 ZIM Integrated Shipping Services shares in Q3 2023, an estimated $6.06K.
Gradient Investments first reported a position in ZIM Integrated Shipping Services in Q1 2022 and held it in 6 quarters.
Gradient Investments's ZIM Integrated Shipping Services position peaked at $6.06K in Q2 2023.
192 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.