Zurich Insurance Group’s Eversource Energy ES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-19,000	Closed	-$1.62M	–	216
2019 Q4	$1.62M	Sell	19,000 -87,526	-82%	-$7.28M	0.03%	149
2019 Q3	$9.11M	Buy	106,526 +2,894	+3%	+$230K	0.17%	148
2019 Q2	$7.85M	Buy	103,632 +84,632	+445%	+$6.19M	0.16%	186
2019 Q1	$1.35M	Hold	19,000	–	–	0.03%	299
2018 Q4	$1.24M	Hold	19,000	–	–	0.03%	281
2018 Q3	$1.17M	Hold	19,000	–	–	0.02%	349
2018 Q2	$1.11M	Hold	19,000	–	–	0.03%	375
2018 Q1	$1.12M	Sell	19,000 -48,075	-72%	-$2.84M	0.03%	427
2017 Q4	$4.24M	Buy	67,075 +5,901	+10%	+$373K	0.1%	245
2017 Q3	$3.7M	Sell	61,174 -1,549	-2%	-$95.6K	0.1%	233
2017 Q2	$3.81M	Sell	62,723 -35,590	-36%	-$2.16M	0.11%	235
2017 Q1	$5.78M	Buy	98,313 +39,165	+66%	+$2.23M	0.17%	142
2016 Q4	$3.27M	Buy	+59,148	New	+$3.16M	0.1%	249

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Zurich Insurance Group's ES Position: Q1 2020 in Review

Zurich Insurance Group sold out of Eversource Energy (ES) in Q1 2020, closing a stake of 19,000 shares — an estimated $1.62M sold.

Zurich Insurance Group first reported a position in ES in Q4 2016 and held it in 13 quarters. The position peaked at $9.11M in Q3 2019. 739 funds tracked by Wall St. Rank hold ES as of Q1 2020.

Zurich Insurance Group reported no remaining Eversource Energy position as of Q1 2020 after selling out during the quarter.
Zurich Insurance Group sold 19,000 Eversource Energy shares in Q1 2020, an estimated $1.62M.
Zurich Insurance Group first reported a position in Eversource Energy in Q4 2016 and held it in 13 quarters.
Zurich Insurance Group's Eversource Energy position peaked at $9.11M in Q3 2019.
739 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2020.

Based on Zurich Insurance Group's 13F filing for Q1 2020, filed 15 May 2020.