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Liberty Wealth Management’s ZIM Integrated Shipping Services ZIM Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-1,117
Closed -$55K – 1143
2021
Q3 		$55K Buy
1,117
+1,046
+1,473% +$48.9K 0.02% 404
2021
Q2 		$3K Buy
+71
New +$2.74K ﹤0.01% 885

Other funds holding ZIM

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Davidson Kempner Capital Management
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Liberty Wealth Management's ZIM Position: Q4 2021 in Review

Liberty Wealth Management sold out of ZIM Integrated Shipping Services (ZIM) in Q4 2021, closing a stake of 1,117 shares — an estimated $55K sold.

Liberty Wealth Management first reported a position in ZIM in Q2 2021 and held it in 2 quarters. The position peaked at $55K in Q3 2021. 184 funds tracked by Wall St. Rank hold ZIM as of Q4 2021.

  • Liberty Wealth Management reported no remaining ZIM Integrated Shipping Services position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,117 ZIM Integrated Shipping Services shares in Q4 2021, an estimated $55K.
  • Liberty Wealth Management first reported a position in ZIM Integrated Shipping Services in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's ZIM Integrated Shipping Services position peaked at $55K in Q3 2021.
  • 184 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.