Zurich Cantonal Bank’s HomeTrust Bancshares HTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-3,077	Closed	-$42K	–	2635
2020 Q3	$42K	Hold	3,077	–	–	﹤0.01%	2303
2020 Q2	$49K	Hold	3,077	–	–	﹤0.01%	2218
2020 Q1	$49K	Hold	3,077	–	–	﹤0.01%	1949
2019 Q4	$83K	Buy	3,077 +1,694	+122%	+$44.5K	﹤0.01%	1834
2019 Q3	$36K	Hold	1,383	–	–	﹤0.01%	2232
2019 Q2	$35K	Hold	1,383	–	–	﹤0.01%	2260
2019 Q1	$35K	Hold	1,383	–	–	﹤0.01%	2203
2018 Q4	$36K	Hold	1,383	–	–	﹤0.01%	2215
2018 Q3	$40K	Hold	1,383	–	–	﹤0.01%	2270
2018 Q2	$39K	Hold	1,383	–	–	﹤0.01%	2265
2018 Q1	$36K	Hold	1,383	–	–	﹤0.01%	2244
2017 Q4	$36K	Hold	1,383	–	–	﹤0.01%	2225
2017 Q3	$35K	Hold	1,383	–	–	﹤0.01%	2023
2017 Q2	$34K	Hold	1,383	–	–	﹤0.01%	2004
2017 Q1	$33K	Hold	1,383	–	–	﹤0.01%	2051
2016 Q4	$36K	Hold	1,383	–	–	﹤0.01%	1921
2016 Q3	$26K	Buy	1,383 +362	+35%	+$6.83K	﹤0.01%	2128
2016 Q2	$19K	Hold	1,021	–	–	﹤0.01%	2140
2016 Q1	$19K	Hold	1,021	–	–	﹤0.01%	2104
2015 Q4	$21K	Hold	1,021	–	–	﹤0.01%	2041
2015 Q3	$19K	Buy	1,021 +289	+39%	+$5.14K	﹤0.01%	1522
2015 Q2	$12K	Hold	732	–	–	﹤0.01%	1288
2015 Q1	$12K	Buy	+732	New	+$11.6K	﹤0.01%	1287

Other funds holding HTB

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

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

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

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

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

Zurich Cantonal Bank sold out of HomeTrust Bancshares (HTB) in Q4 2020, closing a stake of 3,077 shares — an estimated $42K sold.

Zurich Cantonal Bank first reported a position in HTB in Q1 2015 and held it in 23 quarters. The position peaked at $83K in Q4 2019. 86 funds tracked by Wall St. Rank hold HTB as of Q4 2020.

Zurich Cantonal Bank reported no remaining HomeTrust Bancshares position as of Q4 2020 after selling out during the quarter.
Zurich Cantonal Bank sold 3,077 HomeTrust Bancshares shares in Q4 2020, an estimated $42K.
Zurich Cantonal Bank first reported a position in HomeTrust Bancshares in Q1 2015 and held it in 23 quarters.
Zurich Cantonal Bank's HomeTrust Bancshares position peaked at $83K in Q4 2019.
86 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q4 2020.

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