Zurich Insurance Group’s Spire SR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-28,000	Closed	-$1.49M	–	227
2020 Q3	$1.49M	Hold	28,000	–	–	0.03%	120
2020 Q2	$1.84M	Buy	+28,000	New	+$2M	0.03%	112
2019 Q4	–	Sell	-13,600	Closed	-$1.19M	–	448
2019 Q3	$1.19M	Hold	13,600	–	–	0.02%	434
2019 Q2	$1.14M	Hold	13,600	–	–	0.02%	358
2019 Q1	$1.12M	Hold	13,600	–	–	0.02%	319
2018 Q4	$1.01M	Hold	13,600	–	–	0.02%	304
2018 Q3	$1M	Hold	13,600	–	–	0.02%	370
2018 Q2	$961K	Hold	13,600	–	–	0.02%	396
2018 Q1	$983K	Hold	13,600	–	–	0.02%	443
2017 Q4	$1.02M	Hold	13,600	–	–	0.02%	497
2017 Q3	$1.01M	Hold	13,600	–	–	0.03%	531
2017 Q2	$949K	Hold	13,600	–	–	0.03%	512
2017 Q1	$918K	Hold	13,600	–	–	0.03%	465
2016 Q4	$878K	Buy	+13,600	New	+$855K	0.03%	421

Other funds holding SR

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Zurich Insurance Group's SR Position: Q4 2020 in Review

Zurich Insurance Group sold out of Spire (SR) in Q4 2020, closing a stake of 28,000 shares — an estimated $1.49M sold.

Zurich Insurance Group first reported a position in SR in Q4 2016 and held it in 14 quarters. The position peaked at $1.84M in Q2 2020. 273 funds tracked by Wall St. Rank hold SR as of Q4 2020.

Zurich Insurance Group reported no remaining Spire position as of Q4 2020 after selling out during the quarter.
Zurich Insurance Group sold 28,000 Spire shares in Q4 2020, an estimated $1.49M.
Zurich Insurance Group first reported a position in Spire in Q4 2016 and held it in 14 quarters.
Zurich Insurance Group's Spire position peaked at $1.84M in Q2 2020.
273 funds tracked by Wall St. Rank held Spire as of Q4 2020.

Based on Zurich Insurance Group's 13F filing for Q4 2020, filed 16 Feb 2021.