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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 New York $276B AUM 44.8% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Summit Securities Group's ZIM Position: Q2 2026 in Review

Summit Securities Group reduced its ZIM Integrated Shipping Services (ZIM) stake by 44% in Q2 2026, selling an estimated $330K and leaving 16,500 shares worth $429K. The position accounts for 0.04% of the portfolio, ranked #187.

Summit Securities Group first reported a position in ZIM in Q4 2021 and has held it in 16 quarters since. The position peaked at $6.59M in Q4 2021. 246 funds tracked by Wall St. Rank hold ZIM as of Q2 2026.

Summit Securities Group held 16,500 shares of ZIM Integrated Shipping Services worth $429K as of Q2 2026.
Summit Securities Group sold 12,800 ZIM Integrated Shipping Services shares in Q2 2026, an estimated $330K.
ZIM Integrated Shipping Services made up 0.04% of Summit Securities Group's portfolio in Q2 2026, its #187 holding.
Summit Securities Group first reported a position in ZIM Integrated Shipping Services in Q4 2021 and has held it in 16 quarters since.
Summit Securities Group's ZIM Integrated Shipping Services position peaked at $6.59M in Q4 2021.
246 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.