Zurich Insurance Group’s Federated Hermes FHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-62,300	Closed	-$1.65M	–	447
2018 Q4	$1.65M	Hold	62,300	–	–	0.04%	258
2018 Q3	$1.5M	Buy	62,300 +23,900	+62%	+$562K	0.03%	319
2018 Q2	$895K	Hold	38,400	–	–	0.02%	411
2018 Q1	$1.28M	Hold	38,400	–	–	0.03%	416
2017 Q4	$1.39M	Hold	38,400	–	–	0.03%	465
2017 Q3	$1.14M	Hold	38,400	–	–	0.03%	499
2017 Q2	$1.08M	Hold	38,400	–	–	0.03%	489
2017 Q1	$1.01M	Hold	38,400	–	–	0.03%	454
2016 Q4	$1.09M	Buy	+38,400	New	+$1.06M	0.03%	401

Other funds holding FHI

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

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

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

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

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

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Zurich Insurance Group's FHI Position: Q1 2019 in Review

Zurich Insurance Group sold out of Federated Hermes (FHI) in Q1 2019, closing a stake of 62,300 shares — an estimated $1.65M sold.

Zurich Insurance Group first reported a position in FHI in Q4 2016 and held it in 9 quarters. The position peaked at $1.65M in Q4 2018. 286 funds tracked by Wall St. Rank hold FHI as of Q1 2019.

Zurich Insurance Group reported no remaining Federated Hermes position as of Q1 2019 after selling out during the quarter.
Zurich Insurance Group sold 62,300 Federated Hermes shares in Q1 2019, an estimated $1.65M.
Zurich Insurance Group first reported a position in Federated Hermes in Q4 2016 and held it in 9 quarters.
Zurich Insurance Group's Federated Hermes position peaked at $1.65M in Q4 2018.
286 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2019.

Based on Zurich Insurance Group's 13F filing for Q1 2019, filed 15 May 2019.