Montag & Associates’s ZIM Integrated Shipping Services ZIM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-48
Closed -$2K 904
2022
Q2
$2K Buy
+48
New +$2.82K ﹤0.01% 778

Other funds holding ZIM

Montag & Associates's ZIM Position: Q3 2022 in Review

Montag & Associates sold out of ZIM Integrated Shipping Services (ZIM) in Q3 2022, closing a stake of 48 shares — an estimated $2K sold.

Montag & Associates first reported a position in ZIM in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 245 funds tracked by Wall St. Rank hold ZIM as of Q3 2022.

  • Montag & Associates reported no remaining ZIM Integrated Shipping Services position as of Q3 2022 after selling out during the quarter.
  • Montag & Associates sold 48 ZIM Integrated Shipping Services shares in Q3 2022, an estimated $2K.
  • Montag & Associates first reported a position in ZIM Integrated Shipping Services in Q2 2022 and held it in 1 quarter.
  • Montag & Associates's ZIM Integrated Shipping Services position peaked at $2K in Q2 2022.
  • 245 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q3 2022.

Based on Montag & Associates's 13F filing for Q3 2022, filed 9 Nov 2022.