Stratos Wealth Partners’s ZIM Integrated Shipping Services ZIM Stock Holding History

Stratos Wealth Partners’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 Q2	–	Sell	-12,939	Closed	-$305K	–	1238
2023 Q1	$305K	Sell	12,939 -5,949	-31%	-$125K	0.01%	866
2022 Q4	$325K	Sell	18,888 -5,290	-22%	-$118K	0.01%	859
2022 Q3	$568K	Sell	24,178 -2,454	-9%	-$101K	0.02%	642
2022 Q2	$1.26M	Sell	26,632 -1,436	-5%	-$84.3K	0.03%	442
2022 Q1	$2.04M	Buy	28,068 +5,818	+26%	+$402K	0.05%	350
2021 Q4	$1.31M	Buy	22,250 +4,475	+25%	+$229K	0.03%	486
2021 Q3	$901K	Buy	17,775 +11,975	+206%	+$559K	0.02%	550
2021 Q2	$261K	Buy	+5,800	New	+$223K	0.01%	1027

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Stratos Wealth Partners's ZIM Position: Q2 2023 in Review

Stratos Wealth Partners sold out of ZIM Integrated Shipping Services (ZIM) in Q2 2023, closing a stake of 12,939 shares — an estimated $305K sold.

Stratos Wealth Partners first reported a position in ZIM in Q2 2021 and held it in 8 quarters. The position peaked at $2.04M in Q1 2022. 189 funds tracked by Wall St. Rank hold ZIM as of Q2 2023.

Stratos Wealth Partners reported no remaining ZIM Integrated Shipping Services position as of Q2 2023 after selling out during the quarter.
Stratos Wealth Partners sold 12,939 ZIM Integrated Shipping Services shares in Q2 2023, an estimated $305K.
Stratos Wealth Partners first reported a position in ZIM Integrated Shipping Services in Q2 2021 and held it in 8 quarters.
Stratos Wealth Partners's ZIM Integrated Shipping Services position peaked at $2.04M in Q1 2022.
189 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2023.

Based on Stratos Wealth Partners's 13F filing for Q2 2023, filed 18 Jul 2023.