Zurich Insurance Group’s DTE Energy DTE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-11,868	Closed	-$1.34M	–	305
2019 Q3	$1.34M	Hold	11,868	–	–	0.03%	424
2019 Q2	$1.29M	Hold	11,868	–	–	0.03%	344
2019 Q1	$1.26M	Hold	11,868	–	–	0.03%	308
2018 Q4	$1.11M	Hold	11,868	–	–	0.03%	293
2018 Q3	$1.1M	Hold	11,868	–	–	0.02%	358
2018 Q2	$1.05M	Sell	11,868 -55,215	-82%	-$4.78M	0.02%	385
2018 Q1	$5.96M	Buy	67,083 +15,791	+31%	+$1.38M	0.14%	206
2017 Q4	$4.78M	Sell	51,292 -1,555	-3%	-$148K	0.11%	220
2017 Q3	$4.83M	Buy	52,847 +11,093	+27%	+$1.03M	0.13%	188
2017 Q2	$3.76M	Sell	41,754 -13,839	-25%	-$1.25M	0.11%	239
2017 Q1	$4.83M	Sell	55,593 -8,949	-14%	-$758K	0.14%	182
2016 Q4	$5.41M	Buy	+64,542	New	+$5.19M	0.17%	148

Other funds holding DTE

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Zurich Insurance Group sold out of DTE Energy (DTE) in Q4 2019, closing a stake of 11,868 shares — an estimated $1.34M sold.

Zurich Insurance Group first reported a position in DTE in Q4 2016 and held it in 12 quarters. The position peaked at $5.96M in Q1 2018. 688 funds tracked by Wall St. Rank hold DTE as of Q4 2019.

Zurich Insurance Group reported no remaining DTE Energy position as of Q4 2019 after selling out during the quarter.
Zurich Insurance Group sold 11,868 DTE Energy shares in Q4 2019, an estimated $1.34M.
Zurich Insurance Group first reported a position in DTE Energy in Q4 2016 and held it in 12 quarters.
Zurich Insurance Group's DTE Energy position peaked at $5.96M in Q1 2018.
688 funds tracked by Wall St. Rank held DTE Energy as of Q4 2019.

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