Wellington Management Group’s ZIM Integrated Shipping Services ZIM Stock Holding History

Wellington Management 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
2024 Q1	–	Sell	-89,820	Closed	-$887K	–	1982
2023 Q4	$887K	Buy	+89,820	New	+$755K	﹤0.01%	1640
2022 Q4	–	Sell	-39,743	Closed	-$934K	–	2135
2022 Q3	$934K	Sell	39,743 -28,909	-42%	-$1.19M	﹤0.01%	1670
2022 Q2	$3.24M	Buy	68,652 +30,706	+81%	+$1.8M	﹤0.01%	1429
2022 Q1	$2.76M	Buy	37,946 +24,945	+192%	+$1.73M	﹤0.01%	1530
2021 Q4	$766K	Buy	13,001 +502	+4%	+$25.7K	﹤0.01%	1846
2021 Q3	$634K	Buy	+12,499	New	+$584K	﹤0.01%	1869

Other funds holding ZIM

IAM

Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

YLHM

Yelin Lapidot Holdings Management Tel Aviv, Israel $480M AUM 42.17% 1-Year Est. Return

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

Wellington Management Group's ZIM Position: Q1 2024 in Review

Wellington Management Group sold out of ZIM Integrated Shipping Services (ZIM) in Q1 2024, closing a stake of 89,820 shares — an estimated $887K sold.

Wellington Management Group first reported a position in ZIM in Q3 2021 and held it in 6 quarters. The position peaked at $3.24M in Q2 2022. 192 funds tracked by Wall St. Rank hold ZIM as of Q1 2024.

Wellington Management Group reported no remaining ZIM Integrated Shipping Services position as of Q1 2024 after selling out during the quarter.
Wellington Management Group sold 89,820 ZIM Integrated Shipping Services shares in Q1 2024, an estimated $887K.
Wellington Management Group first reported a position in ZIM Integrated Shipping Services in Q3 2021 and held it in 6 quarters.
Wellington Management Group's ZIM Integrated Shipping Services position peaked at $3.24M in Q2 2022.
192 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q1 2024.

Based on Wellington Management Group's 13F filing for Q1 2024, filed 15 May 2024.