Norris Financial Group’s Logitech LOGI Stock Holding History

Norris Financial Group’s Portfolio LOGI Stock Details LOGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-7,012	Closed	-$848K	–	85
2021 Q2	$848K	Sell	7,012 -4,968	-41%	-$581K	0.57%	45
2021 Q1	$1.25M	Sell	11,980 -16,817	-58%	-$1.77M	0.92%	25
2020 Q4	$2.8M	Buy	28,797 +20,776	+259%	+$1.79M	2.21%	12
2020 Q3	$620K	Buy	+8,021	New	+$573K	0.52%	42

Other funds holding LOGI

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norris Financial Group's LOGI Position: Q3 2021 in Review

Norris Financial Group sold out of Logitech (LOGI) in Q3 2021, closing a stake of 7,012 shares — an estimated $848K sold.

Norris Financial Group first reported a position in LOGI in Q3 2020 and held it in 4 quarters. The position peaked at $2.8M in Q4 2020. 320 funds tracked by Wall St. Rank hold LOGI as of Q3 2021.

Norris Financial Group reported no remaining Logitech position as of Q3 2021 after selling out during the quarter.
Norris Financial Group sold 7,012 Logitech shares in Q3 2021, an estimated $848K.
Norris Financial Group first reported a position in Logitech in Q3 2020 and held it in 4 quarters.
Norris Financial Group's Logitech position peaked at $2.8M in Q4 2020.
320 funds tracked by Wall St. Rank held Logitech as of Q3 2021.

Based on Norris Financial Group's 13F filing for Q3 2021, filed 20 May 2026.