ZIG
AVLR

Zurich Insurance Group’s Avalara, Inc. AVLR Stock Holding History

Zurich Insurance Group’s Portfolio AVLR Stock Details AVLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-27,159
Closed -$4.48M – 237
2020
Q4 		$4.48M Hold
27,159
– – 0.07% 80
2020
Q3 		$3.46M Hold
27,159
– – 0.06% 79
2020
Q2 		$3.61M Hold
27,159
– – 0.06% 80
2020
Q1 		$2.03M Hold
27,159
– – 0.04% 98
2019
Q4 		$1.99M Hold
27,159
– – 0.04% 136
2019
Q3 		$1.83M Hold
27,159
– – 0.03% 394
2019
Q2 		$1.96M Buy
+27,159
New +$1.75M 0.04% 321

Other funds holding AVLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zurich Insurance Group's AVLR Position: Q1 2021 in Review

Zurich Insurance Group sold out of Avalara, Inc. (AVLR) in Q1 2021, closing a stake of 27,159 shares — an estimated $4.48M sold.

Zurich Insurance Group first reported a position in AVLR in Q2 2019 and held it in 7 quarters. The position peaked at $4.48M in Q4 2020. 403 funds tracked by Wall St. Rank hold AVLR as of Q1 2021.

  • Zurich Insurance Group reported no remaining Avalara, Inc. position as of Q1 2021 after selling out during the quarter.
  • Zurich Insurance Group sold 27,159 Avalara, Inc. shares in Q1 2021, an estimated $4.48M.
  • Zurich Insurance Group first reported a position in Avalara, Inc. in Q2 2019 and held it in 7 quarters.
  • Zurich Insurance Group's Avalara, Inc. position peaked at $4.48M in Q4 2020.
  • 403 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2021.

Based on Zurich Insurance Group's 13F filing for Q1 2021, filed 17 May 2021.