Renaissance Technologies
ZROZ icon

Renaissance Technologies’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Renaissance Technologies’s Portfolio ZROZ Stock Details ZROZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,100
Closed -$880K – 4209
2023
Q3 		$880K Buy
+12,100
New +$997K ﹤0.01% 2389
2023
Q2 		– Sell
-9,700
Closed -$929K – 4326
2023
Q1 		$929K Buy
9,700
+200
+2% +$18.8K ﹤0.01% 2525
2022
Q4 		$830K Sell
9,500
-6,200
-39% -$555K ﹤0.01% 2642
2022
Q3 		$1.46M Buy
15,700
+5,300
+51% +$557K ﹤0.01% 2251
2022
Q2 		$1.13M Buy
10,400
+6,100
+142% +$685K ﹤0.01% 2627
2022
Q1 		$570K Sell
4,300
-10,700
-71% -$1.49M ﹤0.01% 3106
2021
Q4 		$2.28M Buy
+15,000
New +$2.27M ﹤0.01% 2038
2021
Q2 		– Sell
-6,300
Closed -$831K – 3828
2021
Q1 		$831K Buy
+6,300
New +$911K ﹤0.01% 2685
2020
Q2 		– Sell
-2,400
Closed -$419K – 3817
2020
Q1 		$419K Buy
+2,400
New +$368K ﹤0.01% 2845

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KF
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return