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HBK Sorce Advisory’s ZIM Integrated Shipping Services ZIM Stock Holding History

HBK Sorce Advisory’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
Q1 		– Sell
-30,000
Closed -$32K – 836
2022
Q4 		$32K Buy
30,000
+15,000
+100% +$334K ﹤0.01% 769
2022
Q3 		$15K Buy
+15,000
New +$620K ﹤0.01% 593

Other funds holding ZIM

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HBK Sorce Advisory's ZIM Position: Q1 2023 in Review

HBK Sorce Advisory sold out of ZIM Integrated Shipping Services (ZIM) in Q1 2023, closing a stake of 30,000 shares — an estimated $32K sold.

HBK Sorce Advisory first reported a position in ZIM in Q3 2022 and held it in 2 quarters. The position peaked at $32K in Q4 2022. 229 funds tracked by Wall St. Rank hold ZIM as of Q1 2023.

  • HBK Sorce Advisory reported no remaining ZIM Integrated Shipping Services position as of Q1 2023 after selling out during the quarter.
  • HBK Sorce Advisory sold 30,000 ZIM Integrated Shipping Services shares in Q1 2023, an estimated $32K.
  • HBK Sorce Advisory first reported a position in ZIM Integrated Shipping Services in Q3 2022 and held it in 2 quarters.
  • HBK Sorce Advisory's ZIM Integrated Shipping Services position peaked at $32K in Q4 2022.
  • 229 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q1 2023.

Based on HBK Sorce Advisory's 13F filing for Q1 2023, filed 15 May 2023.