Zurich Insurance Group’s Grocery Outlet GO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-13,275	Closed	-$358K	–	264
2023 Q4	$358K	Hold	13,275	–	–	﹤0.01%	229
2023 Q3	$383K	Hold	13,275	–	–	﹤0.01%	227
2023 Q2	$406K	Hold	13,275	–	–	﹤0.01%	239
2023 Q1	$375K	Hold	13,275	–	–	﹤0.01%	247
2022 Q4	$387K	Hold	13,275	–	–	0.01%	219
2022 Q3	$442K	Hold	13,275	–	–	0.01%	222
2022 Q2	$566K	Hold	13,275	–	–	0.01%	219
2022 Q1	$435K	Hold	13,275	–	–	0.01%	199
2021 Q4	$375K	Hold	13,275	–	–	﹤0.01%	197
2021 Q3	$286K	Hold	13,275	–	–	﹤0.01%	213
2021 Q2	$460K	Hold	13,275	–	–	0.01%	213
2021 Q1	$490K	Hold	13,275	–	–	0.01%	193
2020 Q4	$521K	Hold	13,275	–	–	0.01%	190
2020 Q3	$522K	Buy	+13,275	New	+$547K	0.01%	148

Other funds holding GO

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Zurich Insurance Group's GO Position: Q1 2024 in Review

Zurich Insurance Group sold out of Grocery Outlet (GO) in Q1 2024, closing a stake of 13,275 shares — an estimated $358K sold.

Zurich Insurance Group first reported a position in GO in Q3 2020 and held it in 14 quarters. The position peaked at $566K in Q2 2022. 250 funds tracked by Wall St. Rank hold GO as of Q1 2024.

Zurich Insurance Group reported no remaining Grocery Outlet position as of Q1 2024 after selling out during the quarter.
Zurich Insurance Group sold 13,275 Grocery Outlet shares in Q1 2024, an estimated $358K.
Zurich Insurance Group first reported a position in Grocery Outlet in Q3 2020 and held it in 14 quarters.
Zurich Insurance Group's Grocery Outlet position peaked at $566K in Q2 2022.
250 funds tracked by Wall St. Rank held Grocery Outlet as of Q1 2024.

Based on Zurich Insurance Group's 13F filing for Q1 2024, filed 15 May 2024.