Zurich Insurance Group’s Penske Automotive Group PAG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-27,100	Closed	-$1.09M	–	466
2018 Q4	$1.09M	Hold	27,100	–	–	0.03%	296
2018 Q3	$1.28M	Hold	27,100	–	–	0.03%	336
2018 Q2	$1.27M	Hold	27,100	–	–	0.03%	363
2018 Q1	$1.2M	Hold	27,100	–	–	0.03%	422
2017 Q4	$1.3M	Hold	27,100	–	–	0.03%	472
2017 Q3	$1.29M	Hold	27,100	–	–	0.04%	476
2017 Q2	$1.19M	Hold	27,100	–	–	0.03%	475
2017 Q1	$1.27M	Hold	27,100	–	–	0.04%	424
2016 Q4	$1.41M	Hold	27,100	–	–	0.04%	369
2016 Q3	$1.31M	Hold	27,100	–	–	0.04%	342
2016 Q2	$853K	Hold	27,100	–	–	0.03%	345
2016 Q1	$1.03M	Buy	+27,100	New	+$965K	0.04%	335

Other funds holding PAG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Zurich Insurance Group's PAG Position: Q1 2019 in Review

Zurich Insurance Group sold out of Penske Automotive Group (PAG) in Q1 2019, closing a stake of 27,100 shares — an estimated $1.09M sold.

Zurich Insurance Group first reported a position in PAG in Q1 2016 and held it in 12 quarters. The position peaked at $1.41M in Q4 2016. 260 funds tracked by Wall St. Rank hold PAG as of Q1 2019.

Zurich Insurance Group reported no remaining Penske Automotive Group position as of Q1 2019 after selling out during the quarter.
Zurich Insurance Group sold 27,100 Penske Automotive Group shares in Q1 2019, an estimated $1.09M.
Zurich Insurance Group first reported a position in Penske Automotive Group in Q1 2016 and held it in 12 quarters.
Zurich Insurance Group's Penske Automotive Group position peaked at $1.41M in Q4 2016.
260 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2019.

Based on Zurich Insurance Group's 13F filing for Q1 2019, filed 15 May 2019.