Summit Securities Group’s ZIM Integrated Shipping Services ZIM Stock Holding History

Summit Securities Group’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	-7,800	Closed	-$167K	–	1139
2024 Q4	$167K	Buy	+7,800	New	+$171K	0.03%	196
2023 Q3	–	Sell	-11,000	Closed	-$136K	–	1078
2023 Q2	$136K	Buy	+11,000	New	+$177K	0.02%	256
2023 Q1	–	Sell	-5,000	Closed	-$86K	–	1368
2022 Q4	$86K	Buy	+5,000	New	+$111K	﹤0.01%	625
2022 Q3	–	Sell	-15,400	Closed	-$727K	–	1204
2022 Q2	$727K	Buy	15,400 +2,000	+15%	+$117K	0.09%	155
2022 Q1	$974K	Sell	13,400 -98,200	-88%	-$6.79M	0.11%	143
2021 Q4	$6.57M	Buy	+111,600	New	+$5.71M	0.31%	65

Other funds holding ZIM

YLHM

Yelin Lapidot Holdings Management Tel Aviv, Israel $549M AUM 46.93% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Nine Masts Capital Central, Hong Kong $844M AUM 8.6% 1-Year Est. Return

Summit Securities Group's ZIM Position: Q3 2026 in Review

Summit Securities Group reduced its ZIM Integrated Shipping Services (ZIM) stake by 84% in Q3 2026, selling an estimated $375K and leaving 2,600 shares worth $76.2K. The position accounts for 0.01% of the portfolio, ranked #489.

Summit Securities Group first reported a position in ZIM in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.59M in Q4 2021. 106 funds tracked by Wall St. Rank hold ZIM as of Q3 2026.

Summit Securities Group held 2,600 shares of ZIM Integrated Shipping Services worth $76.2K as of Q3 2026.
Summit Securities Group sold 13,900 ZIM Integrated Shipping Services shares in Q3 2026, an estimated $375K.
ZIM Integrated Shipping Services made up 0.01% of Summit Securities Group's portfolio in Q3 2026, its #489 holding.
Summit Securities Group first reported a position in ZIM Integrated Shipping Services in Q4 2021 and has held it in 17 quarters since.
Summit Securities Group's ZIM Integrated Shipping Services position peaked at $6.59M in Q4 2021.
106 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.