Zurich Insurance Group’s CVB Financial CVBF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-101,300	Closed	-$1.69M	–	210
2020 Q3	$1.69M	Buy	+101,300	New	+$1.81M	0.03%	116
2018 Q1	–	Sell	-40,900	Closed	-$964K	–	526
2017 Q4	$964K	Hold	40,900	–	–	0.02%	508
2017 Q3	$989K	Hold	40,900	–	–	0.03%	538
2017 Q2	$917K	Buy	+40,900	New	+$875K	0.03%	518
2016 Q1	–	Sell	-87,700	Closed	-$1.48M	–	376
2015 Q4	$1.48M	Hold	87,700	–	–	0.05%	248
2015 Q3	$1.47M	Buy	+87,700	New	+$1.5M	0.05%	181

Other funds holding CVBF

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Zurich Insurance Group sold out of CVB Financial (CVBF) in Q4 2020, closing a stake of 101,300 shares — an estimated $1.69M sold.

Zurich Insurance Group first reported a position in CVBF in Q3 2015 and held it in 6 quarters. The position peaked at $1.69M in Q3 2020. 187 funds tracked by Wall St. Rank hold CVBF as of Q4 2020.

Zurich Insurance Group reported no remaining CVB Financial position as of Q4 2020 after selling out during the quarter.
Zurich Insurance Group sold 101,300 CVB Financial shares in Q4 2020, an estimated $1.69M.
Zurich Insurance Group first reported a position in CVB Financial in Q3 2015 and held it in 6 quarters.
Zurich Insurance Group's CVB Financial position peaked at $1.69M in Q3 2020.
187 funds tracked by Wall St. Rank held CVB Financial as of Q4 2020.

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