ZIG
O icon

Zurich Insurance Group’s Realty Income O Stock Holding History

Zurich Insurance Group’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-116,051
Closed -$8.62M – 412
2019
Q3 		$8.62M Buy
116,051
+3,838
+3% +$269K 0.16% 158
2019
Q2 		$7.5M Sell
112,213
-20,187
-15% -$1.38M 0.15% 191
2019
Q1 		$9.44M Buy
+132,400
New +$8.77M 0.2% 150
2018
Q2 		– Sell
-65,942
Closed -$3.31M – 516
2018
Q1 		$3.31M Buy
65,942
+26,866
+69% +$1.34M 0.08% 315
2017
Q4 		$2.16M Sell
39,076
-5,778
-13% -$313K 0.05% 412
2017
Q3 		$2.49M Sell
44,854
-2,062
-4% -$115K 0.07% 325
2017
Q2 		$2.51M Buy
46,916
+11,910
+34% +$659K 0.07% 327
2017
Q1 		$2.02M Sell
35,006
-645
-2% -$37.4K 0.06% 342
2016
Q4 		$1.99M Buy
+35,651
New +$2M 0.06% 324

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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

Zurich Insurance Group sold out of Realty Income (O) in Q4 2019, closing a stake of 116,051 shares — an estimated $8.62M sold.

Zurich Insurance Group first reported a position in O in Q4 2016 and held it in 9 quarters. The position peaked at $9.44M in Q1 2019. 855 funds tracked by Wall St. Rank hold O as of Q4 2019.

  • Zurich Insurance Group reported no remaining Realty Income position as of Q4 2019 after selling out during the quarter.
  • Zurich Insurance Group sold 116,051 Realty Income shares in Q4 2019, an estimated $8.62M.
  • Zurich Insurance Group first reported a position in Realty Income in Q4 2016 and held it in 9 quarters.
  • Zurich Insurance Group's Realty Income position peaked at $9.44M in Q1 2019.
  • 855 funds tracked by Wall St. Rank held Realty Income as of Q4 2019.

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