TAX-MANAGED DFA INTERNATIONAL VALUE PORTFOLIO XSWX:ZURN Holdings History
Number of Shares
100,296.00
Current Holdings Value*
CHF40.44 Mil
% of Portfolio
1.19%
Total Estimate Gain
CHF18.00 Mil
% of Total Estimate Gain
36.40%
TAX-MANAGED DFA INTERNATIONAL VALUE PORTFOLIO's Zurich Insurance Group AG Holding Summary
As of 2021-07-31, DFA INVESTMENT DIMENSIONS GROUP INC held 100,296.00 shares of Zurich Insurance Group AG(XSWX:ZURN), totaling CHF40.44 Mil. This investment constitutes 1.19% of their stock portfolio, and DFA INVESTMENT DIMENSIONS GROUP INC now holds 0.07% of the outstanding Zurich Insurance Group AG(XSWX:ZURN) stock.
The initial trade took place in 2019Q4. In addition, there have been 3 sales at an average price of CHF347.31 for 33,786.00 shares. Based on historical transaction data and XSWX:ZURN's current price of CHF555.40, TAX-MANAGED DFA INTERNATIONAL VALUE PORTFOLIO's estimated gain on his XSWX:ZURN holdings is CHF18.00 Mil, reflecting a 36.40% gain to date.
TAX-MANAGED DFA INTERNATIONAL VALUE PORTFOLIO XSWX:ZURN (CHF555.40) Holding Chart
TAX-MANAGED DFA INTERNATIONAL VALUE PORTFOLIO XSWX:ZURN (CHF555.40) 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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