Zurich Insurance Group’s First Republic Bank FRC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-94,650	Closed	-$9.15M	–	499
2019 Q3	$9.15M	Buy	94,650 +3,132	+3%	+$297K	0.17%	146
2019 Q2	$8.94M	Buy	+91,518	New	+$9.22M	0.18%	164
2018 Q4	–	Sell	-26,972	Closed	-$2.59M	–	533
2018 Q3	$2.59M	Buy	+26,972	New	+$2.71M	0.05%	287
2018 Q1	–	Sell	-23,366	Closed	-$2.02M	–	597
2017 Q4	$2.02M	Buy	23,366 +2,665	+13%	+$253K	0.05%	424
2017 Q3	$2.16M	Sell	20,701 -74,320	-78%	-$7.38M	0.06%	356
2017 Q2	$9.51M	Buy	95,021 +29,787	+46%	+$2.82M	0.27%	82
2017 Q1	$6.12M	Sell	65,234 -6,001	-8%	-$565K	0.18%	137
2016 Q4	$6.56M	Sell	71,235 -39,513	-36%	-$3.23M	0.21%	117
2016 Q3	$8.54M	Buy	110,748 +74,588	+206%	+$5.49M	0.29%	89
2016 Q2	$2.53M	Buy	36,160 +18,450	+104%	+$1.28M	0.09%	247
2016 Q1	$1.18M	Sell	17,710 -3,130	-15%	-$201K	0.04%	313
2015 Q4	$1.38M	Buy	+20,840	New	+$1.38M	0.05%	256

Other funds holding FRC

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Zurich Insurance Group sold out of First Republic Bank (FRC) in Q4 2019, closing a stake of 94,650 shares — an estimated $9.15M sold.

Zurich Insurance Group first reported a position in FRC in Q4 2015 and held it in 12 quarters. The position peaked at $9.51M in Q2 2017. 561 funds tracked by Wall St. Rank hold FRC as of Q4 2019.

Zurich Insurance Group reported no remaining First Republic Bank position as of Q4 2019 after selling out during the quarter.
Zurich Insurance Group sold 94,650 First Republic Bank shares in Q4 2019, an estimated $9.15M.
Zurich Insurance Group first reported a position in First Republic Bank in Q4 2015 and held it in 12 quarters.
Zurich Insurance Group's First Republic Bank position peaked at $9.51M in Q2 2017.
561 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2019.

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