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Valeo Financial Advisors’s ZIM Integrated Shipping Services ZIM Stock Holding History

Valeo Financial 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
2025
Q4 		– Sell
-12,840
Closed -$174K – 913
2025
Q3 		$174K Hold
12,840
– – ﹤0.01% 769
2025
Q2 		$207K Sell
12,840
-2,500
-16% -$39.4K 0.01% 702
2025
Q1 		$224K Buy
15,340
+340
+2% +$6.38K 0.01% 614
2024
Q4 		$322K Hold
15,000
– – 0.01% 517
2024
Q3 		$385K Buy
+15,000
New +$292K 0.01% 469

Other funds holding ZIM

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
YLHM
Yelin Lapidot Holdings Management Tel Aviv, Israel $527M AUM 50.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Valeo Financial Advisors's ZIM Position: Q4 2025 in Review

Valeo Financial Advisors sold out of ZIM Integrated Shipping Services (ZIM) in Q4 2025, closing a stake of 12,840 shares — an estimated $174K sold.

Valeo Financial Advisors first reported a position in ZIM in Q3 2024 and held it in 5 quarters. The position peaked at $385K in Q3 2024. 225 funds tracked by Wall St. Rank hold ZIM as of Q4 2025.

  • Valeo Financial Advisors reported no remaining ZIM Integrated Shipping Services position as of Q4 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 12,840 ZIM Integrated Shipping Services shares in Q4 2025, an estimated $174K.
  • Valeo Financial Advisors first reported a position in ZIM Integrated Shipping Services in Q3 2024 and held it in 5 quarters.
  • Valeo Financial Advisors's ZIM Integrated Shipping Services position peaked at $385K in Q3 2024.
  • 225 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q4 2025.

Based on Valeo Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.