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Mount Yale Investment Advisors’s ZIM Integrated Shipping Services ZIM Stock Holding History

Mount Yale Investment Advisors’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
Q2 		– Sell
-7,078
Closed -$515K – 506
2022
Q1 		$515K Sell
7,078
-395
-5% -$27.3K 0.06% 299
2021
Q4 		$440K Buy
7,473
+109
+1% +$5.58K 0.05% 313
2021
Q3 		$373K Buy
7,364
+183
+3% +$8.55K 0.04% 322
2021
Q2 		$323K Buy
+7,181
New +$277K 0.04% 308

Other funds holding ZIM

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Mount Yale Investment Advisors's ZIM Position: Q2 2022 in Review

Mount Yale Investment Advisors sold out of ZIM Integrated Shipping Services (ZIM) in Q2 2022, closing a stake of 7,078 shares — an estimated $515K sold.

Mount Yale Investment Advisors first reported a position in ZIM in Q2 2021 and held it in 4 quarters. The position peaked at $515K in Q1 2022. 279 funds tracked by Wall St. Rank hold ZIM as of Q2 2022.

  • Mount Yale Investment Advisors reported no remaining ZIM Integrated Shipping Services position as of Q2 2022 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 7,078 ZIM Integrated Shipping Services shares in Q2 2022, an estimated $515K.
  • Mount Yale Investment Advisors first reported a position in ZIM Integrated Shipping Services in Q2 2021 and held it in 4 quarters.
  • Mount Yale Investment Advisors's ZIM Integrated Shipping Services position peaked at $515K in Q1 2022.
  • 279 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2022.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.