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Mark Sheptoff Financial Planning’s ZIM Integrated Shipping Services ZIM Stock Holding History

Mark Sheptoff Financial Planning’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 		– Sell
-300
Closed -$6.37K – 580
2025
Q4 		$6.37K Hold
300
– – ﹤0.01% 397
2025
Q3 		$4.07K Sell
300
-4,300
-93% -$65.3K ﹤0.01% 426
2025
Q2 		$74K Buy
4,600
+3,100
+207% +$48.8K 0.04% 153
2025
Q1 		$21.9K Sell
1,500
-2,800
-65% -$52.6K 0.01% 242
2024
Q4 		$92.3K Buy
4,300
+900
+26% +$19.8K 0.05% 127
2024
Q3 		$87.2K Buy
3,400
+1,900
+127% +$36.9K 0.05% 136
2024
Q2 		$33.3K Hold
1,500
– – 0.02% 211
2024
Q1 		$15.2K Hold
1,500
– – 0.01% 260
2023
Q4 		$14.8K Hold
1,500
– – 0.01% 254
2023
Q3 		$15.7K Hold
1,500
– – 0.01% 232
2023
Q2 		$18.6K Sell
1,500
-27,144
-95% -$437K 0.01% 229
2023
Q1 		$675K Hold
28,644
– – 0.39% 46
2022
Q4 		$492K Sell
28,644
-7,549
-21% -$168K 0.29% 56
2022
Q3 		$851K Buy
36,193
+2,642
+8% +$109K 0.52% 41
2022
Q2 		$1.58M Buy
33,551
+2,751
+9% +$161K 0.91% 23
2022
Q1 		$2.24M Buy
30,800
+3,880
+14% +$268K 1.13% 20
2021
Q4 		$1.58M Buy
26,920
+7,290
+37% +$373K 0.76% 28
2021
Q3 		$995K Buy
19,630
+5,600
+40% +$262K 0.55% 35
2021
Q2 		$630K Buy
+14,030
New +$541K 0.34% 55

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 $5.72T 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

Mark Sheptoff Financial Planning's ZIM Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of ZIM Integrated Shipping Services (ZIM) in Q1 2026, closing a stake of 300 shares — an estimated $6.37K sold.

Mark Sheptoff Financial Planning first reported a position in ZIM in Q2 2021 and held it in 19 quarters. The position peaked at $2.24M in Q1 2022. 257 funds tracked by Wall St. Rank hold ZIM as of Q1 2026.

  • Mark Sheptoff Financial Planning reported no remaining ZIM Integrated Shipping Services position as of Q1 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 ZIM Integrated Shipping Services shares in Q1 2026, an estimated $6.37K.
  • Mark Sheptoff Financial Planning first reported a position in ZIM Integrated Shipping Services in Q2 2021 and held it in 19 quarters.
  • Mark Sheptoff Financial Planning's ZIM Integrated Shipping Services position peaked at $2.24M in Q1 2022.
  • 257 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.