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Perigon Wealth Management’s ZIM Integrated Shipping Services ZIM Stock Holding History

Perigon 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
Q1 		– Sell
-36,020
Closed -$599K – 1108
2024
Q4 		$599K Buy
+36,020
New +$792K 0.01% 583
2022
Q2 		– Sell
-14,952
Closed -$1.09M – 634
2022
Q1 		$1.09M Buy
14,952
+10,853
+265% +$751K 0.08% 217
2021
Q4 		$241K Buy
+4,099
New +$210K 0.02% 508

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UBS Group
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Perigon Wealth Management's ZIM Position: Q1 2025 in Review

Perigon Wealth Management sold out of ZIM Integrated Shipping Services (ZIM) in Q1 2025, closing a stake of 36,020 shares — an estimated $599K sold.

Perigon Wealth Management first reported a position in ZIM in Q4 2021 and held it in 3 quarters. The position peaked at $1.09M in Q1 2022. 223 funds tracked by Wall St. Rank hold ZIM as of Q1 2025.

  • Perigon Wealth Management reported no remaining ZIM Integrated Shipping Services position as of Q1 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 36,020 ZIM Integrated Shipping Services shares in Q1 2025, an estimated $599K.
  • Perigon Wealth Management first reported a position in ZIM Integrated Shipping Services in Q4 2021 and held it in 3 quarters.
  • Perigon Wealth Management's ZIM Integrated Shipping Services position peaked at $1.09M in Q1 2022.
  • 223 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q1 2025.

Based on Perigon Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.