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Mowery & Schoenfeld Wealth Management’s ZIM Integrated Shipping Services ZIM Stock Holding History

Mowery & Schoenfeld 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
2025
Q4 		– Sell
-1,513
Closed -$20.5K – 499
2025
Q3 		$20.5K Buy
+1,513
New +$23K 0.04% 175

Other funds holding ZIM

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
YLHM
Yelin Lapidot Holdings Management Tel Aviv, Israel $527M AUM 50.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's ZIM Position: Q4 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of ZIM Integrated Shipping Services (ZIM) in Q4 2025, closing a stake of 1,513 shares — an estimated $20.5K sold.

Mowery & Schoenfeld Wealth Management first reported a position in ZIM in Q3 2025 and held it in 1 quarter. The position peaked at $20.5K in Q3 2025. 225 funds tracked by Wall St. Rank hold ZIM as of Q4 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining ZIM Integrated Shipping Services position as of Q4 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 1,513 ZIM Integrated Shipping Services shares in Q4 2025, an estimated $20.5K.
  • Mowery & Schoenfeld Wealth Management first reported a position in ZIM Integrated Shipping Services in Q3 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's ZIM Integrated Shipping Services position peaked at $20.5K in Q3 2025.
  • 225 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q4 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.