Zurich Insurance Group’s Advanced Drainage Systems WMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-554,908	Closed	-$63.2M	–	269
2023 Q3	$63.2M	Sell	554,908 -180,459	-25%	-$22M	0.67%	51
2023 Q2	$83.7M	Buy	735,367 +333,555	+83%	+$31.5M	0.87%	40
2023 Q1	$33.8M	Sell	401,812 -36,499	-8%	-$3.21M	0.42%	82
2022 Q4	$35.9M	Sell	438,311 -131,987	-23%	-$13.4M	0.51%	72
2022 Q3	$70.9M	Buy	570,298 +15,467	+3%	+$1.92M	1.11%	25
2022 Q2	$50M	Sell	554,831 -157,024	-22%	-$16.1M	0.74%	41
2022 Q1	$84.6M	Buy	711,855 +33,144	+5%	+$3.93M	1.05%	34
2021 Q4	$92.4M	Buy	678,711 +249,129	+58%	+$30.6M	1.05%	36
2021 Q3	$46.5M	Buy	+429,582	New	+$49.4M	0.56%	52

Other funds holding WMS

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Zurich Insurance Group's WMS Position: Q4 2023 in Review

Zurich Insurance Group sold out of Advanced Drainage Systems (WMS) in Q4 2023, closing a stake of 554,908 shares — an estimated $63.2M sold.

Zurich Insurance Group first reported a position in WMS in Q3 2021 and held it in 9 quarters. The position peaked at $92.4M in Q4 2021. 425 funds tracked by Wall St. Rank hold WMS as of Q4 2023.

Zurich Insurance Group reported no remaining Advanced Drainage Systems position as of Q4 2023 after selling out during the quarter.
Zurich Insurance Group sold 554,908 Advanced Drainage Systems shares in Q4 2023, an estimated $63.2M.
Zurich Insurance Group first reported a position in Advanced Drainage Systems in Q3 2021 and held it in 9 quarters.
Zurich Insurance Group's Advanced Drainage Systems position peaked at $92.4M in Q4 2021.
425 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2023.

Based on Zurich Insurance Group's 13F filing for Q4 2023, filed 14 Feb 2024.