ZIG
DFS

Zurich Insurance Group’s Discover Financial Services DFS Stock Holding History

Zurich Insurance Group’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-55,986
Closed -$4.54M – 295
2019
Q3 		$4.54M Buy
+55,986
New +$4.62M 0.09% 257
2018
Q2 		– Sell
-73,442
Closed -$5.28M – 475
2018
Q1 		$5.28M Buy
73,442
+4,950
+7% +$382K 0.12% 223
2017
Q4 		$5.27M Buy
68,492
+20,792
+44% +$1.43M 0.12% 201
2017
Q3 		$3.08M Sell
47,700
-12,050
-20% -$731K 0.08% 270
2017
Q2 		$3.72M Buy
59,750
+4,051
+7% +$251K 0.11% 243
2017
Q1 		$3.81M Sell
55,699
-6,231
-10% -$437K 0.11% 231
2016
Q4 		$4.46M Sell
61,930
-44,951
-42% -$2.86M 0.14% 187
2016
Q3 		$6.04M Buy
106,881
+35,833
+50% +$2.05M 0.2% 134
2016
Q2 		$3.81M Buy
71,048
+1,836
+3% +$99.9K 0.13% 188
2016
Q1 		$3.52M Buy
69,212
+13,512
+24% +$651K 0.13% 206
2015
Q4 		$2.99M Buy
+55,700
New +$3.09M 0.11% 203

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Zurich Insurance Group's DFS Position: Q4 2019 in Review

Zurich Insurance Group sold out of Discover Financial Services (DFS) in Q4 2019, closing a stake of 55,986 shares — an estimated $4.54M sold.

Zurich Insurance Group first reported a position in DFS in Q4 2015 and held it in 11 quarters. The position peaked at $6.04M in Q3 2016. 883 funds tracked by Wall St. Rank hold DFS as of Q4 2019.

  • Zurich Insurance Group reported no remaining Discover Financial Services position as of Q4 2019 after selling out during the quarter.
  • Zurich Insurance Group sold 55,986 Discover Financial Services shares in Q4 2019, an estimated $4.54M.
  • Zurich Insurance Group first reported a position in Discover Financial Services in Q4 2015 and held it in 11 quarters.
  • Zurich Insurance Group's Discover Financial Services position peaked at $6.04M in Q3 2016.
  • 883 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2019.

Based on Zurich Insurance Group's 13F filing for Q4 2019, filed 14 Feb 2020.