IWC
ZIM icon

Integrated Wealth Concepts’s ZIM Integrated Shipping Services ZIM Stock Holding History

Integrated Wealth Concepts’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
2026
Q1 		$423K Sell
16,039
-2,325
-13% -$57.9K ﹤0.01% 1643
2025
Q4 		$390K Buy
+18,364
New +$308K ﹤0.01% 1203
2023
Q4 		– Sell
-18,376
Closed -$192K – 1677
2023
Q3 		$192K Sell
18,376
-2,250
-11% -$28.6K ﹤0.01% 1423
2023
Q2 		$256K Buy
20,626
+279
+1% +$4.49K ﹤0.01% 1303
2023
Q1 		$480K Buy
20,347
+8,322
+69% +$175K 0.01% 868
2022
Q4 		$207K Buy
+12,025
New +$267K 0.01% 939
2022
Q3 		– Sell
-25,466
Closed -$1.2M – 1028
2022
Q2 		$1.2M Buy
25,466
+20,351
+398% +$1.19M 0.04% 397
2022
Q1 		$372K Buy
+5,115
New +$354K 0.01% 666

Other funds holding ZIM

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
YLHM
Yelin Lapidot Holdings Management Tel Aviv, Israel $480M AUM 42.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return