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SFMG Wealth Advisors’s ZIM Integrated Shipping Services ZIM Stock Holding History

SFMG Wealth Advisors’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
2022
Q3 		– Sell
-4,495
Closed -$212K – 277
2022
Q2 		$212K Buy
4,495
+558
+14% +$32.8K 0.02% 230
2022
Q1 		$286K Sell
3,937
-137
-3% -$9.48K 0.03% 207
2021
Q4 		$240K Buy
+4,074
New +$209K 0.02% 241

Other funds holding ZIM

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SFMG Wealth Advisors's ZIM Position: Q3 2022 in Review

SFMG Wealth Advisors sold out of ZIM Integrated Shipping Services (ZIM) in Q3 2022, closing a stake of 4,495 shares — an estimated $212K sold.

SFMG Wealth Advisors first reported a position in ZIM in Q4 2021 and held it in 3 quarters. The position peaked at $286K in Q1 2022. 245 funds tracked by Wall St. Rank hold ZIM as of Q3 2022.

  • SFMG Wealth Advisors reported no remaining ZIM Integrated Shipping Services position as of Q3 2022 after selling out during the quarter.
  • SFMG Wealth Advisors sold 4,495 ZIM Integrated Shipping Services shares in Q3 2022, an estimated $212K.
  • SFMG Wealth Advisors first reported a position in ZIM Integrated Shipping Services in Q4 2021 and held it in 3 quarters.
  • SFMG Wealth Advisors's ZIM Integrated Shipping Services position peaked at $286K in Q1 2022.
  • 245 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q3 2022.

Based on SFMG Wealth Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.