Zurich Insurance Group’s CMS Energy CMS Stock Holding History

Zurich Insurance Group’s Portfolio CMS Stock Details CMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-38,500	Closed	-$2.36M	–	207
2020 Q3	$2.36M	Hold	38,500	–	–	0.04%	92
2020 Q2	$2.25M	Buy	+38,500	New	+$2.23M	0.04%	96
2019 Q4	–	Sell	-145,761	Closed	-$9.32M	–	278
2019 Q3	$9.32M	Buy	+145,761	New	+$8.85M	0.18%	139
2018 Q4	–	Sell	-62,987	Closed	-$3.09M	–	464
2018 Q3	$3.09M	Sell	62,987 -49,099	-44%	-$2.39M	0.07%	278
2018 Q2	$5.3M	Buy	112,086 +16,628	+17%	+$751K	0.12%	237
2018 Q1	$4.32M	Buy	95,458 +34,841	+57%	+$1.53M	0.1%	270
2017 Q4	$2.87M	Buy	60,617 +4,849	+9%	+$235K	0.07%	347
2017 Q3	$2.58M	Sell	55,768 -7,132	-11%	-$337K	0.07%	316
2017 Q2	$2.91M	Sell	62,900 -26,813	-30%	-$1.24M	0.08%	291
2017 Q1	$4.01M	Buy	89,713 +68,613	+325%	+$2.97M	0.12%	223
2016 Q4	$878K	Buy	+21,100	New	+$863K	0.03%	420
2016 Q3	–	Sell	-72,990	Closed	-$3.35M	–	398
2016 Q2	$3.35M	Sell	72,990 -14,828	-17%	-$623K	0.12%	204
2016 Q1	$3.73M	Buy	+87,818	New	+$3.44M	0.13%	199

Other funds holding CMS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Zurich Insurance Group's CMS Position: Q4 2020 in Review

Zurich Insurance Group sold out of CMS Energy (CMS) in Q4 2020, closing a stake of 38,500 shares — an estimated $2.36M sold.

Zurich Insurance Group first reported a position in CMS in Q1 2016 and held it in 13 quarters. The position peaked at $9.32M in Q3 2019. 558 funds tracked by Wall St. Rank hold CMS as of Q4 2020.

Zurich Insurance Group reported no remaining CMS Energy position as of Q4 2020 after selling out during the quarter.
Zurich Insurance Group sold 38,500 CMS Energy shares in Q4 2020, an estimated $2.36M.
Zurich Insurance Group first reported a position in CMS Energy in Q1 2016 and held it in 13 quarters.
Zurich Insurance Group's CMS Energy position peaked at $9.32M in Q3 2019.
558 funds tracked by Wall St. Rank held CMS Energy as of Q4 2020.

Based on Zurich Insurance Group's 13F filing for Q4 2020, filed 16 Feb 2021.