IFG Advisory’s ZIM Integrated Shipping Services ZIM Stock Holding History

IFG 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	-52,182	Closed	-$897K	–	530
2022 Q4	$897K	Buy	52,182 +15,882	+44%	+$353K	0.09%	220
2022 Q3	$853K	Sell	36,300 -1,355	-4%	-$56K	0.08%	232
2022 Q2	$1.78M	Buy	37,655 +5,666	+18%	+$333K	0.19%	117
2022 Q1	$2.33M	Buy	31,989 +2,388	+8%	+$165K	0.23%	106
2021 Q4	$1.74M	Buy	+29,601	New	+$1.52M	0.17%	140

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

IFG Advisory's ZIM Position: Q1 2023 in Review

IFG Advisory sold out of ZIM Integrated Shipping Services (ZIM) in Q1 2023, closing a stake of 52,182 shares — an estimated $897K sold.

IFG Advisory first reported a position in ZIM in Q4 2021 and held it in 5 quarters. The position peaked at $2.33M in Q1 2022. 229 funds tracked by Wall St. Rank hold ZIM as of Q1 2023.

IFG Advisory reported no remaining ZIM Integrated Shipping Services position as of Q1 2023 after selling out during the quarter.
IFG Advisory sold 52,182 ZIM Integrated Shipping Services shares in Q1 2023, an estimated $897K.
IFG Advisory first reported a position in ZIM Integrated Shipping Services in Q4 2021 and held it in 5 quarters.
IFG Advisory's ZIM Integrated Shipping Services position peaked at $2.33M in Q1 2022.
229 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q1 2023.

Based on IFG Advisory's 13F filing for Q1 2023, filed 26 Apr 2023.