Hennessy Advisors Inc’s ZIM Integrated Shipping Services ZIM Stock Holding History

Hennessy Advisors Inc’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	-46,200	Closed	-$794K	–	280
2022 Q4	$794K	Buy	46,200 +700	+2%	+$15.6K	0.05%	249
2022 Q3	$1.07M	Buy	45,500 +700	+2%	+$28.9K	0.07%	243
2022 Q2	$2.12M	Buy	44,800 +4,200	+10%	+$247K	0.13%	224
2022 Q1	$2.95M	Buy	+40,600	New	+$2.81M	0.15%	211

Other funds holding ZIM

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hennessy Advisors Inc's ZIM Position: Q1 2023 in Review

Hennessy Advisors Inc sold out of ZIM Integrated Shipping Services (ZIM) in Q1 2023, closing a stake of 46,200 shares — an estimated $794K sold.

Hennessy Advisors Inc first reported a position in ZIM in Q1 2022 and held it in 4 quarters. The position peaked at $2.95M in Q1 2022. 229 funds tracked by Wall St. Rank hold ZIM as of Q1 2023.

Hennessy Advisors Inc reported no remaining ZIM Integrated Shipping Services position as of Q1 2023 after selling out during the quarter.
Hennessy Advisors Inc sold 46,200 ZIM Integrated Shipping Services shares in Q1 2023, an estimated $794K.
Hennessy Advisors Inc first reported a position in ZIM Integrated Shipping Services in Q1 2022 and held it in 4 quarters.
Hennessy Advisors Inc's ZIM Integrated Shipping Services position peaked at $2.95M in Q1 2022.
229 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q1 2023.

Based on Hennessy Advisors Inc's 13F filing for Q1 2023, filed 14 Apr 2023.