Zurich Insurance Group’s John Wiley & Sons Class A WLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-26,300	Closed	-$1.16M	–	484
2019 Q3	$1.16M	Buy	26,300 +10,400	+65%	+$464K	0.02%	435
2019 Q2	$729K	Hold	15,900	–	–	0.01%	400
2019 Q1	$703K	Hold	15,900	–	–	0.02%	371
2018 Q4	$747K	Hold	15,900	–	–	0.02%	338
2018 Q3	$964K	Buy	+15,900	New	+$989K	0.02%	380
2016 Q3	–	Sell	-19,800	Closed	-$1.03M	–	416
2016 Q2	$1.03M	Hold	19,800	–	–	0.04%	332
2016 Q1	$968K	Hold	19,800	–	–	0.03%	341
2015 Q4	$892K	Hold	19,800	–	–	0.03%	302
2015 Q3	$991K	Buy	+19,800	New	+$1.03M	0.04%	217

Other funds holding WLY

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Zurich Insurance Group sold out of John Wiley & Sons Class A (WLY) in Q4 2019, closing a stake of 26,300 shares — an estimated $1.16M sold.

Zurich Insurance Group first reported a position in WLY in Q3 2015 and held it in 9 quarters. The position peaked at $1.16M in Q3 2019. 239 funds tracked by Wall St. Rank hold WLY as of Q4 2019.

Zurich Insurance Group reported no remaining John Wiley & Sons Class A position as of Q4 2019 after selling out during the quarter.
Zurich Insurance Group sold 26,300 John Wiley & Sons Class A shares in Q4 2019, an estimated $1.16M.
Zurich Insurance Group first reported a position in John Wiley & Sons Class A in Q3 2015 and held it in 9 quarters.
Zurich Insurance Group's John Wiley & Sons Class A position peaked at $1.16M in Q3 2019.
239 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2019.

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