Independent Advisor Alliance’s ZIM Integrated Shipping Services ZIM Stock Holding History

Independent Advisor Alliance’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
2025 Q3	–	Sell	-17,300	Closed	-$278K	–	991
2025 Q2	$278K	Buy	17,300 +26	+0.2%	+$410	0.01%	745
2025 Q1	$252K	Buy	+17,274	New	+$324K	0.01%	703
2022 Q4	–	Sell	-27,622	Closed	-$649K	–	641
2022 Q3	$649K	Sell	27,622 -30	-0.1%	-$1.24K	0.04%	316
2022 Q2	$1.31M	Buy	+27,652	New	+$1.62M	0.07%	222

Other funds holding ZIM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

YLHM

Yelin Lapidot Holdings Management Tel Aviv, Israel $480M AUM 42.17% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independent Advisor Alliance's ZIM Position: Q3 2025 in Review

Independent Advisor Alliance sold out of ZIM Integrated Shipping Services (ZIM) in Q3 2025, closing a stake of 17,300 shares — an estimated $278K sold.

Independent Advisor Alliance first reported a position in ZIM in Q2 2022 and held it in 4 quarters. The position peaked at $1.31M in Q2 2022. 221 funds tracked by Wall St. Rank hold ZIM as of Q3 2025.

Independent Advisor Alliance reported no remaining ZIM Integrated Shipping Services position as of Q3 2025 after selling out during the quarter.
Independent Advisor Alliance sold 17,300 ZIM Integrated Shipping Services shares in Q3 2025, an estimated $278K.
Independent Advisor Alliance first reported a position in ZIM Integrated Shipping Services in Q2 2022 and held it in 4 quarters.
Independent Advisor Alliance's ZIM Integrated Shipping Services position peaked at $1.31M in Q2 2022.
221 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q3 2025.

Based on Independent Advisor Alliance's 13F filing for Q3 2025, filed 4 Nov 2025.