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National Wealth Management Group’s ZIM Integrated Shipping Services ZIM Stock Holding History

National Wealth Management Group’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
2023
Q2 		– Sell
-17,157
Closed -$293K – 177
2023
Q1 		$293K Buy
17,157
+5,558
+48% +$117K 0.34% 96
2022
Q4 		$199K Buy
+11,599
New +$258K 0.24% 130

Other funds holding ZIM

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

National Wealth Management Group's ZIM Position: Q2 2023 in Review

National Wealth Management Group sold out of ZIM Integrated Shipping Services (ZIM) in Q2 2023, closing a stake of 17,157 shares — an estimated $293K sold.

National Wealth Management Group first reported a position in ZIM in Q4 2022 and held it in 2 quarters. The position peaked at $293K in Q1 2023. 189 funds tracked by Wall St. Rank hold ZIM as of Q2 2023.

  • National Wealth Management Group reported no remaining ZIM Integrated Shipping Services position as of Q2 2023 after selling out during the quarter.
  • National Wealth Management Group sold 17,157 ZIM Integrated Shipping Services shares in Q2 2023, an estimated $293K.
  • National Wealth Management Group first reported a position in ZIM Integrated Shipping Services in Q4 2022 and held it in 2 quarters.
  • National Wealth Management Group's ZIM Integrated Shipping Services position peaked at $293K in Q1 2023.
  • 189 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2023.

Based on National Wealth Management Group's 13F filing for Q2 2023, filed 10 Aug 2023.