Zurich Insurance Group’s Portland General Electric POR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-46,600	Closed	-$1.95M	–	183
2020 Q2	$1.95M	Buy	+46,600	New	+$2.13M	0.03%	111
2019 Q1	–	Sell	-33,671	Closed	-$1.54M	–	470
2018 Q4	$1.54M	Hold	33,671	–	–	0.04%	264
2018 Q3	$1.54M	Sell	33,671 -5,229	-13%	-$238K	0.03%	317
2018 Q2	$1.66M	Hold	38,900	–	–	0.04%	345
2018 Q1	$1.58M	Hold	38,900	–	–	0.04%	394
2017 Q4	$1.77M	Hold	38,900	–	–	0.04%	435
2017 Q3	$1.77M	Hold	38,900	–	–	0.05%	406
2017 Q2	$1.78M	Hold	38,900	–	–	0.05%	420
2017 Q1	$1.73M	Hold	38,900	–	–	0.05%	368
2016 Q4	$1.69M	Hold	38,900	–	–	0.05%	347
2016 Q3	$1.66M	Hold	38,900	–	–	0.06%	323
2016 Q2	$1.72M	Hold	38,900	–	–	0.06%	280
2016 Q1	$1.54M	Hold	38,900	–	–	0.05%	290
2015 Q4	$1.42M	Hold	38,900	–	–	0.05%	252
2015 Q3	$1.44M	Buy	+38,900	New	+$1.37M	0.05%	182

Other funds holding POR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Zurich Insurance Group's POR Position: Q3 2020 in Review

Zurich Insurance Group sold out of Portland General Electric (POR) in Q3 2020, closing a stake of 46,600 shares — an estimated $1.95M sold.

Zurich Insurance Group first reported a position in POR in Q3 2015 and held it in 15 quarters. The position peaked at $1.95M in Q2 2020. 307 funds tracked by Wall St. Rank hold POR as of Q3 2020.

Zurich Insurance Group reported no remaining Portland General Electric position as of Q3 2020 after selling out during the quarter.
Zurich Insurance Group sold 46,600 Portland General Electric shares in Q3 2020, an estimated $1.95M.
Zurich Insurance Group first reported a position in Portland General Electric in Q3 2015 and held it in 15 quarters.
Zurich Insurance Group's Portland General Electric position peaked at $1.95M in Q2 2020.
307 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2020.

Based on Zurich Insurance Group's 13F filing for Q3 2020, filed 16 Nov 2020.