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Lee Financial’s ZIM Integrated Shipping Services ZIM Stock Holding History

Lee Financial’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
2022
Q4 		– Sell
-150
Closed -$4K – 999
2022
Q3 		$4K Hold
150
– – ﹤0.01% 600
2022
Q2 		$7K Buy
+150
New +$8.8K ﹤0.01% 517

Other funds holding ZIM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Lee Financial's ZIM Position: Q4 2022 in Review

Lee Financial sold out of ZIM Integrated Shipping Services (ZIM) in Q4 2022, closing a stake of 150 shares — an estimated $4K sold.

Lee Financial first reported a position in ZIM in Q2 2022 and held it in 2 quarters. The position peaked at $7K in Q2 2022. 241 funds tracked by Wall St. Rank hold ZIM as of Q4 2022.

  • Lee Financial reported no remaining ZIM Integrated Shipping Services position as of Q4 2022 after selling out during the quarter.
  • Lee Financial sold 150 ZIM Integrated Shipping Services shares in Q4 2022, an estimated $4K.
  • Lee Financial first reported a position in ZIM Integrated Shipping Services in Q2 2022 and held it in 2 quarters.
  • Lee Financial's ZIM Integrated Shipping Services position peaked at $7K in Q2 2022.
  • 241 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q4 2022.

Based on Lee Financial's 13F filing for Q4 2022, filed 9 Feb 2023.