Oliver Lagore Vanvalin Investment Group’s ZIM Integrated Shipping Services ZIM Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q3	–	Sell	-675	Closed	-$8.37K	–	901
2023 Q2	$8.37K	Buy	675 +375	+125%	+$6.03K	﹤0.01%	498
2023 Q1	$7.07K	Buy	300 +100	+50%	+$2.1K	﹤0.01%	437
2022 Q4	$3.44K	Buy	+200	New	+$4.45K	﹤0.01%	510
2022 Q2	–	Sell	-40	Closed	-$3K	–	722
2022 Q1	$3K	Buy	+40	New	+$2.77K	﹤0.01%	488

Other funds holding ZIM

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's ZIM Position: Q3 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of ZIM Integrated Shipping Services (ZIM) in Q3 2023, closing a stake of 675 shares — an estimated $8.37K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in ZIM in Q1 2022 and held it in 4 quarters. The position peaked at $8.37K in Q2 2023. 192 funds tracked by Wall St. Rank hold ZIM as of Q3 2023.

Oliver Lagore Vanvalin Investment Group reported no remaining ZIM Integrated Shipping Services position as of Q3 2023 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 675 ZIM Integrated Shipping Services shares in Q3 2023, an estimated $8.37K.
Oliver Lagore Vanvalin Investment Group first reported a position in ZIM Integrated Shipping Services in Q1 2022 and held it in 4 quarters.
Oliver Lagore Vanvalin Investment Group's ZIM Integrated Shipping Services position peaked at $8.37K in Q2 2023.
192 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q3 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2023, filed 9 Nov 2023.