AG
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Aperio Group’s Zions Bancorporation ZION Stock Holding History

Aperio Group’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 		$12.2M Sell
281,875
-14,631
-5% -$541K 0.04% 471
2020
Q3 		$8.66M Sell
296,506
-93,713
-24% -$3.02M 0.03% 523
2020
Q2 		$13.3M Buy
390,219
+38,005
+11% +$1.2M 0.05% 370
2020
Q1 		$9.43M Buy
352,214
+224,539
+176% +$9.25M 0.04% 430
2019
Q4 		$6.63M Buy
127,675
+1,829
+1% +$88.8K 0.02% 630
2019
Q3 		$5.6M Sell
125,846
-5,803
-4% -$251K 0.02% 678
2019
Q2 		$6.05M Sell
131,649
-1,980
-1% -$91.6K 0.02% 642
2019
Q1 		$6.07M Sell
133,629
-2,403
-2% -$115K 0.03% 632
2018
Q4 		$5.54M Buy
136,032
+17,921
+15% +$835K 0.03% 601
2018
Q3 		$5.92M Sell
118,111
-1,507
-1% -$79.6K 0.03% 623
2018
Q2 		$6.3M Buy
119,618
+4,323
+4% +$239K 0.03% 583
2018
Q1 		$6.08M Buy
115,295
+1,952
+2% +$105K 0.03% 583
2017
Q4 		$5.76M Sell
113,343
-847
-0.7% -$40.6K 0.03% 588
2017
Q3 		$5.39M Buy
114,190
+3,937
+4% +$175K 0.03% 582
2017
Q2 		$4.84M Buy
110,253
+10,574
+11% +$435K 0.03% 595
2017
Q1 		$4.19M Buy
99,679
+14,639
+17% +$636K 0.03% 620
2016
Q4 		$3.66M Buy
85,040
+1,892
+2% +$69.7K 0.03% 619
2016
Q3 		$2.58M Buy
83,148
+1,734
+2% +$49.3K 0.02% 753
2016
Q2 		$2.05M Buy
81,414
+1,978
+2% +$52.5K 0.02% 796
2016
Q1 		$1.92M Buy
79,436
+44,447
+127% +$1.02M 0.02% 800
2015
Q4 		$955K Sell
34,989
-1,153
-3% -$33.1K 0.01% 1041
2015
Q3 		$995K Buy
36,142
+1,461
+4% +$43.3K 0.01% 981
2015
Q2 		$1.1M Buy
34,681
+5,590
+19% +$165K 0.01% 932
2015
Q1 		$785K Buy
29,091
+364
+1% +$9.53K 0.01% 1045
2014
Q4 		$819K Sell
28,727
-4,304
-13% -$121K 0.01% 982
2014
Q3 		$960K Buy
33,031
+276
+0.8% +$8.01K 0.01% 876
2014
Q2 		$965K Buy
32,755
+463
+1% +$13.6K 0.01% 864
2014
Q1 		$1M Buy
+32,292
New +$981K 0.01% 1000
2013
Q4 		– Sell
-29,777
Closed -$857K – 992
2013
Q3 		$816K Buy
29,777
+765
+3% +$22.3K 0.02% 926
2013
Q2 		$839K Buy
+29,012
New +$759K 0.02% 833

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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 $1.56T 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

Aperio Group's ZION Position: Q4 2020 in Review

Aperio Group reduced its Zions Bancorporation (ZION) stake by 4.9% in Q4 2020, selling an estimated $541K and leaving 281,875 shares worth $12.2M. The position accounts for 0.04% of the portfolio, ranked #471.

Aperio Group first reported a position in ZION in Q2 2013 and has held it in 30 quarters since. The position peaked at $13.3M in Q2 2020. 432 funds tracked by Wall St. Rank hold ZION as of Q4 2020.

  • Aperio Group held 281,875 shares of Zions Bancorporation worth $12.2M as of Q4 2020.
  • Aperio Group sold 14,631 Zions Bancorporation shares in Q4 2020, an estimated $541K.
  • Zions Bancorporation made up 0.04% of Aperio Group's portfolio in Q4 2020, its #471 holding.
  • Aperio Group first reported a position in Zions Bancorporation in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Zions Bancorporation position peaked at $13.3M in Q2 2020.
  • 432 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.