Andra AP-fonden’s Zions Bancorporation ZION Stock Holding History

Andra AP-fonden’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
2020 Q4	–	Sell	-45,500	Closed	-$1.33M	–	649
2020 Q3	$1.33M	Sell	45,500 -42,900	-49%	-$1.38M	0.04%	584
2020 Q2	$3.01M	Buy	88,400 +7,400	+9%	+$234K	0.09%	545
2020 Q1	$2.17M	Buy	81,000 +4,800	+6%	+$198K	0.08%	581
2019 Q4	$3.96M	Sell	76,200 -20,700	-21%	-$1M	0.11%	490
2019 Q3	$4.31M	Sell	96,900 -16,700	-15%	-$722K	0.13%	420
2019 Q2	$5.22M	Buy	113,600 +21,800	+24%	+$1.01M	0.15%	344
2019 Q1	$4.17M	Buy	+91,800	New	+$4.38M	0.12%	449
2018 Q3	$5.14M	Buy	102,500 +18,800	+22%	+$993K	0.13%	390
2018 Q2	$4.41M	Sell	83,700 -13,300	-14%	-$734K	0.12%	436
2018 Q1	$5.12M	Buy	97,000 +45,200	+87%	+$2.43M	0.13%	402
2017 Q4	$2.63M	Buy	51,800 +6,200	+14%	+$297K	0.06%	503
2017 Q3	$2.15M	Buy	45,600 +4,200	+10%	+$187K	0.05%	535
2017 Q2	$1.82M	Buy	+41,400	New	+$1.7M	0.05%	548

Other funds holding ZION

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Thrivent Financial for Lutherans

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