AWCI
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Alpine Woods Capital Investors’s Zions Bancorporation ZION Stock Holding History

Alpine Woods Capital Investors’s Portfolio ZION Stock Details ZION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-5,000
Closed -$254K – 446
2017
Q4 		$254K Hold
5,000
– – 0.01% 386
2017
Q3 		$236K Hold
5,000
– – 0.01% 402
2017
Q2 		$220K Hold
5,000
– – 0.01% 408
2017
Q1 		$210K Hold
5,000
– – 0.01% 417
2016
Q4 		$215K Buy
+5,000
New +$184K 0.01% 403
2014
Q4 		– Sell
-11,500
Closed -$334K – 474
2014
Q3 		$334K Hold
11,500
– – 0.02% 376
2014
Q2 		$339 Buy
11,500
+1,000
+10% +$29.4K 0.01% 367
2014
Q1 		$325K Buy
+10,500
New +$319K 0.02% 364

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return