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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
Q2 		– Sell
-21,660
Closed -$561K – 584
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 $14.9B AUM 46.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
YLHM
Yelin Lapidot Holdings Management Tel Aviv, Israel $527M AUM 50.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Phoenix Financial's ZIM Position: Q2 2026 in Review

Phoenix Financial sold out of ZIM Integrated Shipping Services (ZIM) in Q2 2026, closing a stake of 21,660 shares — an estimated $561K sold.

Phoenix Financial first reported a position in ZIM in Q1 2021 and held it in 12 quarters. The position peaked at $124M in Q4 2021. 246 funds tracked by Wall St. Rank hold ZIM as of Q2 2026.

  • Phoenix Financial reported no remaining ZIM Integrated Shipping Services position as of Q2 2026 after selling out during the quarter.
  • Phoenix Financial sold 21,660 ZIM Integrated Shipping Services shares in Q2 2026, an estimated $561K.
  • Phoenix Financial first reported a position in ZIM Integrated Shipping Services in Q1 2021 and held it in 12 quarters.
  • Phoenix Financial's ZIM Integrated Shipping Services position peaked at $124M in Q4 2021.
  • 246 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.