Zurich Insurance Group’s Western Midstream Partners WES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-40,700	Closed	-$1.08M	–	296
2023 Q2	$1.08M	Hold	40,700	–	–	0.01%	215
2023 Q1	$1.07M	Hold	40,700	–	–	0.01%	221
2022 Q4	$1.09M	Hold	40,700	–	–	0.02%	179
2022 Q3	$1.02M	Buy	+40,700	New	+$1.09M	0.02%	182

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Zurich Insurance Group's WES Position: Q3 2023 in Review

Zurich Insurance Group sold out of Western Midstream Partners (WES) in Q3 2023, closing a stake of 40,700 shares — an estimated $1.08M sold.

Zurich Insurance Group first reported a position in WES in Q3 2022 and held it in 4 quarters. The position peaked at $1.09M in Q4 2022. 191 funds tracked by Wall St. Rank hold WES as of Q3 2023.

Zurich Insurance Group reported no remaining Western Midstream Partners position as of Q3 2023 after selling out during the quarter.
Zurich Insurance Group sold 40,700 Western Midstream Partners shares in Q3 2023, an estimated $1.08M.
Zurich Insurance Group first reported a position in Western Midstream Partners in Q3 2022 and held it in 4 quarters.
Zurich Insurance Group's Western Midstream Partners position peaked at $1.09M in Q4 2022.
191 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2023.

Based on Zurich Insurance Group's 13F filing for Q3 2023, filed 14 Nov 2023.