ZIG
BFH icon

Zurich Insurance Group’s Bread Financial BFH Stock Holding History

Zurich Insurance Group’s Portfolio BFH Stock Details BFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-8,156
Closed -$1.44M – 568
2017
Q3 		$1.44M Sell
8,156
-1,763
-18% -$327K 0.04% 448
2017
Q2 		$2.03M Buy
+9,919
New +$1.97M 0.06% 390

Other funds holding BFH

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Zurich Insurance Group's BFH Position: Q4 2017 in Review

Zurich Insurance Group sold out of Bread Financial (BFH) in Q4 2017, closing a stake of 8,156 shares — an estimated $1.44M sold.

Zurich Insurance Group first reported a position in BFH in Q2 2017 and held it in 2 quarters. The position peaked at $2.03M in Q2 2017. 536 funds tracked by Wall St. Rank hold BFH as of Q4 2017.

  • Zurich Insurance Group reported no remaining Bread Financial position as of Q4 2017 after selling out during the quarter.
  • Zurich Insurance Group sold 8,156 Bread Financial shares in Q4 2017, an estimated $1.44M.
  • Zurich Insurance Group first reported a position in Bread Financial in Q2 2017 and held it in 2 quarters.
  • Zurich Insurance Group's Bread Financial position peaked at $2.03M in Q2 2017.
  • 536 funds tracked by Wall St. Rank held Bread Financial as of Q4 2017.

Based on Zurich Insurance Group's 13F filing for Q4 2017, filed 14 Feb 2018.