Aristotle Atlantic Partners’s Zions Bancorporation ZION Stock Holding History

Aristotle Atlantic Partners’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 Q3	–	Sell	-33,720	Closed	-$1.15M	–	102
2020 Q2	$1.15M	Buy	33,720 +8,943	+36%	+$283K	0.11%	77
2020 Q1	$663K	Buy	24,777 +2,006	+9%	+$82.6K	0.1%	75
2019 Q4	$1.18M	Sell	22,771 -14,409	-39%	-$699K	0.15%	69
2019 Q3	$1.68M	Buy	37,180 +19,686	+113%	+$851K	0.48%	41
2019 Q2	$804K	Buy	17,494 +2,281	+15%	+$106K	0.23%	71
2019 Q1	$691K	Buy	15,213 +2,508	+20%	+$120K	0.21%	68
2018 Q4	$518K	Buy	12,705 +1,040	+9%	+$48.5K	0.18%	70
2018 Q3	$5K	Buy	11,665 +1,102	+10%	+$58.2K	﹤0.01%	53
2018 Q2	$557K	Buy	10,563 +2,317	+28%	+$128K	0.19%	60
2018 Q1	$435K	Buy	+8,246	New	+$444K	0.16%	64

Other funds holding ZION

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Aristotle Atlantic Partners's ZION Position: Q3 2020 in Review

Aristotle Atlantic Partners sold out of Zions Bancorporation (ZION) in Q3 2020, closing a stake of 33,720 shares — an estimated $1.15M sold.

Aristotle Atlantic Partners first reported a position in ZION in Q1 2018 and held it in 10 quarters. The position peaked at $1.68M in Q3 2019. 405 funds tracked by Wall St. Rank hold ZION as of Q3 2020.

Aristotle Atlantic Partners reported no remaining Zions Bancorporation position as of Q3 2020 after selling out during the quarter.
Aristotle Atlantic Partners sold 33,720 Zions Bancorporation shares in Q3 2020, an estimated $1.15M.
Aristotle Atlantic Partners first reported a position in Zions Bancorporation in Q1 2018 and held it in 10 quarters.
Aristotle Atlantic Partners's Zions Bancorporation position peaked at $1.68M in Q3 2019.
405 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2020.

Based on Aristotle Atlantic Partners's 13F filing for Q3 2020, filed 16 Nov 2020.