Zurich Cantonal Bank’s Financial Institutions FISI Stock Holding History

Zurich Cantonal Bank’s Portfolio FISI Stock Details FISI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-1,968	Closed	-$30K	–	2619
2020 Q3	$30K	Hold	1,968	–	–	﹤0.01%	2398
2020 Q2	$37K	Hold	1,968	–	–	﹤0.01%	2295
2020 Q1	$36K	Hold	1,968	–	–	﹤0.01%	2090
2019 Q4	$63K	Hold	1,968	–	–	﹤0.01%	2009
2019 Q3	$59K	Hold	1,968	–	–	﹤0.01%	1920
2019 Q2	$57K	Hold	1,968	–	–	﹤0.01%	1978
2019 Q1	$53K	Sell	1,968 -499	-20%	-$14K	﹤0.01%	1957
2018 Q4	$63K	Hold	2,467	–	–	﹤0.01%	1891
2018 Q3	$77K	Hold	2,467	–	–	﹤0.01%	1881
2018 Q2	$81K	Buy	2,467 +1,044	+73%	+$33.5K	﹤0.01%	1783
2018 Q1	$42K	Hold	1,423	–	–	﹤0.01%	2163
2017 Q4	$44K	Hold	1,423	–	–	﹤0.01%	2140
2017 Q3	$41K	Hold	1,423	–	–	﹤0.01%	1926
2017 Q2	$42K	Hold	1,423	–	–	﹤0.01%	1868
2017 Q1	$47K	Hold	1,423	–	–	﹤0.01%	1766
2016 Q4	$49K	Buy	1,423 +1,201	+541%	+$35.7K	﹤0.01%	1710
2016 Q3	$6K	Buy	+222	New	+$5.93K	﹤0.01%	2494

Other funds holding FISI

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CNC

Canandaigua National Corp Canandaigua, New York $1.12B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zurich Cantonal Bank's FISI Position: Q4 2020 in Review

Zurich Cantonal Bank sold out of Financial Institutions (FISI) in Q4 2020, closing a stake of 1,968 shares — an estimated $30K sold.

Zurich Cantonal Bank first reported a position in FISI in Q3 2016 and held it in 17 quarters. The position peaked at $81K in Q2 2018. 109 funds tracked by Wall St. Rank hold FISI as of Q4 2020.

Zurich Cantonal Bank reported no remaining Financial Institutions position as of Q4 2020 after selling out during the quarter.
Zurich Cantonal Bank sold 1,968 Financial Institutions shares in Q4 2020, an estimated $30K.
Zurich Cantonal Bank first reported a position in Financial Institutions in Q3 2016 and held it in 17 quarters.
Zurich Cantonal Bank's Financial Institutions position peaked at $81K in Q2 2018.
109 funds tracked by Wall St. Rank held Financial Institutions as of Q4 2020.

Based on Zurich Cantonal Bank's 13F filing for Q4 2020, filed 28 Jan 2021.