Y-Intercept (HK)’s ZIM Integrated Shipping Services ZIM Stock Holding History

Y-Intercept (HK)’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
2026 Q2	$2.11M	Sell	81,269 -48,099	-37%	-$1.24M	0.04%	672
2026 Q1	$3.41M	Sell	129,368 -11,773	-8%	-$293K	0.06%	481
2025 Q4	$3M	Buy	141,141 +66,093	+88%	+$1.11M	0.07%	428
2025 Q3	$1.02M	Sell	75,048 -252,993	-77%	-$3.84M	0.02%	966
2025 Q2	$5.28M	Buy	328,041 +237,506	+262%	+$3.74M	0.13%	204
2025 Q1	$1.32M	Sell	90,535 -10,200	-10%	-$192K	0.09%	310
2024 Q4	$2.16M	Sell	100,735 -1,057	-1%	-$23.2K	0.14%	189
2024 Q3	$2.61M	Buy	+101,792	New	+$1.98M	0.16%	144
2023 Q2	–	Sell	-21,864	Closed	-$516K	–	1794
2023 Q1	$516K	Buy	+21,864	New	+$459K	0.06%	518
2022 Q2	–	Sell	-12,214	Closed	-$888K	–	1242
2022 Q1	$888K	Sell	12,214 -15,497	-56%	-$1.07M	0.2%	136
2021 Q4	$1.63M	Buy	27,711 +21,533	+349%	+$1.1M	0.39%	51
2021 Q3	$313K	Buy	+6,178	New	+$289K	0.06%	454

Other funds holding ZIM

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

DLK Investment Management Solana Beach, California $235M AUM 12.41% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return