ZIG
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Zurich Insurance Group’s Invesco IVZ Stock Holding History

Zurich Insurance Group’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-68,800
Closed -$1.33M – 464
2019
Q1 		$1.33M Hold
68,800
– – 0.03% 303
2018
Q4 		$1.15M Hold
68,800
– – 0.03% 287
2018
Q3 		$1.57M Buy
68,800
+30,900
+82% +$772K 0.03% 314
2018
Q2 		$1.01M Sell
37,900
-59,899
-61% -$1.72M 0.02% 390
2018
Q1 		$3.13M Sell
97,799
-17,087
-15% -$589K 0.07% 329
2017
Q4 		$4.2M Buy
114,886
+26,743
+30% +$968K 0.1% 249
2017
Q3 		$3.09M Sell
88,143
-18,361
-17% -$627K 0.08% 269
2017
Q2 		$3.75M Buy
+106,504
New +$3.47M 0.11% 240

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Zurich Insurance Group's IVZ Position: Q2 2019 in Review

Zurich Insurance Group sold out of Invesco (IVZ) in Q2 2019, closing a stake of 68,800 shares — an estimated $1.33M sold.

Zurich Insurance Group first reported a position in IVZ in Q2 2017 and held it in 8 quarters. The position peaked at $4.2M in Q4 2017. 530 funds tracked by Wall St. Rank hold IVZ as of Q2 2019.

  • Zurich Insurance Group reported no remaining Invesco position as of Q2 2019 after selling out during the quarter.
  • Zurich Insurance Group sold 68,800 Invesco shares in Q2 2019, an estimated $1.33M.
  • Zurich Insurance Group first reported a position in Invesco in Q2 2017 and held it in 8 quarters.
  • Zurich Insurance Group's Invesco position peaked at $4.2M in Q4 2017.
  • 530 funds tracked by Wall St. Rank held Invesco as of Q2 2019.

Based on Zurich Insurance Group's 13F filing for Q2 2019, filed 14 Aug 2019.