Bank Julius Baer & Co’s RLI Corp RLI Stock Holding History

Bank Julius Baer & Co’s Portfolio RLI Stock Details RLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-122	Closed	-$5K	–	842
2020 Q3	$5K	Hold	122	–	–	﹤0.01%	707
2020 Q2	$5K	Buy	+122	New	+$4.81K	﹤0.01%	636

Other funds holding RLI

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

VDI

Vaughan David Investments Peoria, Illinois $5.02B AUM 23.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank Julius Baer & Co's RLI Position: Q4 2020 in Review

Bank Julius Baer & Co sold out of RLI Corp (RLI) in Q4 2020, closing a stake of 122 shares — an estimated $5K sold.

Bank Julius Baer & Co first reported a position in RLI in Q2 2020 and held it in 2 quarters. The position peaked at $5K in Q3 2020. 272 funds tracked by Wall St. Rank hold RLI as of Q4 2020.

Bank Julius Baer & Co reported no remaining RLI Corp position as of Q4 2020 after selling out during the quarter.
Bank Julius Baer & Co sold 122 RLI Corp shares in Q4 2020, an estimated $5K.
Bank Julius Baer & Co first reported a position in RLI Corp in Q2 2020 and held it in 2 quarters.
Bank Julius Baer & Co's RLI Corp position peaked at $5K in Q3 2020.
272 funds tracked by Wall St. Rank held RLI Corp as of Q4 2020.

Based on Bank Julius Baer & Co's 13F filing for Q4 2020, filed 12 Feb 2021.