Number of Shares
13,684.00
Current Holdings Value*
CHF9.51 Mil
% of Portfolio
1.73%
Total Estimate Gain
CHF3.23 Mil
% of Total Estimate Gain
34.64%

SA International Value Fund's Zurich Insurance Group AG Holding Summary

As of 2025-03-31, SA FUNDS INVESTMENT TRUST held 13,684.00 shares of Zurich Insurance Group AG(XSWX:ZURN), totaling CHF9.51 Mil. This investment constitutes 1.73% of their stock portfolio, and SA FUNDS INVESTMENT TRUST now holds 0.01% of the outstanding Zurich Insurance Group AG(XSWX:ZURN) stock.

The initial trade took place in 2019Q3. In addition, there have been 8 sales at an average price of CHF398.67 for 12,573.00 shares. Based on historical transaction data and XSWX:ZURN's current price of CHF551.60, SA International Value Fund's estimated gain on his XSWX:ZURN holdings is CHF3.23 Mil, reflecting a 34.64% gain to date.

SA International Value Fund XSWX:ZURN (CHF551.60) Holding Chart

SA International Value Fund XSWX:ZURN (CHF551.60) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price CHF-/Share
Shares Sold 0 Average Price CHF-/Share
Current Price CHF0.00 Total Estimated Gain 0 %

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