Zurich Insurance Group’s Gartner IT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-132,735	Closed	-$59.9M	–	266
2023 Q4	$59.9M	Sell	132,735 -12,275	-8%	-$4.9M	0.61%	55
2023 Q3	$49.8M	Buy	145,010 +25,080	+21%	+$8.75M	0.53%	64
2023 Q2	$42M	Sell	119,930 -8,487	-7%	-$2.76M	0.44%	76
2023 Q1	$41.8M	Buy	128,417 +75,511	+143%	+$25M	0.52%	74
2022 Q4	$17.8M	Buy	+52,906	New	+$17.1M	0.25%	88

Other funds holding IT

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

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

Zurich Insurance Group sold out of Gartner (IT) in Q1 2024, closing a stake of 132,735 shares — an estimated $59.9M sold.

Zurich Insurance Group first reported a position in IT in Q4 2022 and held it in 5 quarters. The position peaked at $59.9M in Q4 2023. 880 funds tracked by Wall St. Rank hold IT as of Q1 2024.

Zurich Insurance Group reported no remaining Gartner position as of Q1 2024 after selling out during the quarter.
Zurich Insurance Group sold 132,735 Gartner shares in Q1 2024, an estimated $59.9M.
Zurich Insurance Group first reported a position in Gartner in Q4 2022 and held it in 5 quarters.
Zurich Insurance Group's Gartner position peaked at $59.9M in Q4 2023.
880 funds tracked by Wall St. Rank held Gartner as of Q1 2024.

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