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Whittier Trust’s ZIM Integrated Shipping Services ZIM Stock Holding History

Whittier Trust’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
Q3 		– Sell
-100
Closed -$1.61K – 1632
2025
Q2 		$1.61K Hold
100
– – ﹤0.01% 1425
2025
Q1 		$1.46K Hold
100
– – ﹤0.01% 1419
2024
Q4 		$2.15K Sell
100
-500
-83% -$11K ﹤0.01% 1446
2024
Q3 		$15.4K Hold
600
– – ﹤0.01% 1177
2024
Q2 		$13.3K Hold
600
– – ﹤0.01% 1196
2024
Q1 		$6.07K Hold
600
– – ﹤0.01% 1333
2023
Q4 		$5.92K Hold
600
– – ﹤0.01% 1306
2023
Q3 		$6.27K Hold
600
– – ﹤0.01% 1337
2023
Q2 		$7.43K Hold
600
– – ﹤0.01% 1310
2023
Q1 		$14.1K Buy
+600
New +$12.6K ﹤0.01% 1235

Other funds holding ZIM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
YLHM
Yelin Lapidot Holdings Management Tel Aviv, Israel $480M AUM 42.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Whittier Trust's ZIM Position: Q3 2025 in Review

Whittier Trust sold out of ZIM Integrated Shipping Services (ZIM) in Q3 2025, closing a stake of 100 shares — an estimated $1.61K sold.

Whittier Trust first reported a position in ZIM in Q1 2023 and held it in 10 quarters. The position peaked at $15.4K in Q3 2024. 221 funds tracked by Wall St. Rank hold ZIM as of Q3 2025.

  • Whittier Trust reported no remaining ZIM Integrated Shipping Services position as of Q3 2025 after selling out during the quarter.
  • Whittier Trust sold 100 ZIM Integrated Shipping Services shares in Q3 2025, an estimated $1.61K.
  • Whittier Trust first reported a position in ZIM Integrated Shipping Services in Q1 2023 and held it in 10 quarters.
  • Whittier Trust's ZIM Integrated Shipping Services position peaked at $15.4K in Q3 2024.
  • 221 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.