Phoenix Financial’s ZIM Integrated Shipping Services ZIM Stock Holding History

Phoenix Financial’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
2026 Q1	$561K	Buy	+21,660	New	+$539K	0.01%	291
2023 Q4	–	Sell	-46,660	Closed	-$488K	–	391
2023 Q3	$488K	Sell	46,660 -4,000	-8%	-$50.9K	0.01%	259
2023 Q2	$628K	Sell	50,660 -20,605	-29%	-$331K	0.01%	236
2023 Q1	$1.89M	Hold	71,265	–	–	0.04%	150
2022 Q4	$803K	Sell	71,265 -45,052	-39%	-$1M	0.02%	199
2022 Q3	$2.77M	Sell	116,317 -466,425	-80%	-$19.3M	0.06%	125
2022 Q2	$27.5M	Sell	582,742 -633,953	-52%	-$37.2M	0.56%	57
2022 Q1	$101M	Sell	1,216,695 -887,826	-42%	-$61.4M	1.69%	13
2021 Q4	$124M	Buy	2,104,521 +137,866	+7%	+$7.06M	2.04%	6
2021 Q3	$103M	Buy	1,966,655 +1,295,227	+193%	+$60.5M	1.78%	13
2021 Q2	$30.1M	Sell	671,428 -880,385	-57%	-$33.9M	0.57%	64
2021 Q1	$37.8M	Buy	+1,551,813	New	+$32M	0.85%	37

Other funds holding ZIM

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

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

YLHM

Yelin Lapidot Holdings Management Tel Aviv, Israel $480M AUM 42.17% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MMH

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

OBAM

ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return

Phoenix Financial's ZIM Position: Q1 2026 in Review

Phoenix Financial opened a new position in ZIM Integrated Shipping Services (ZIM) in Q1 2026: 21,660 shares worth $561K. The stake represents 0.01% of the portfolio and ranks #291 among its holdings. This is a return to the name: Phoenix Financial previously reported a position in ZIM as recently as Q3 2023.

Phoenix Financial first reported a position in ZIM in Q1 2021 and has held it in 12 quarters since. The position peaked at $124M in Q4 2021. 257 funds tracked by Wall St. Rank hold ZIM as of Q1 2026.

Phoenix Financial held 21,660 shares of ZIM Integrated Shipping Services worth $561K as of Q1 2026.
ZIM Integrated Shipping Services was a new Phoenix Financial position in Q1 2026.
ZIM Integrated Shipping Services made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #291 holding.
Phoenix Financial first reported a position in ZIM Integrated Shipping Services in Q1 2021 and has held it in 12 quarters since.
Phoenix Financial's ZIM Integrated Shipping Services position peaked at $124M in Q4 2021.
257 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.