Aristotle Capital Management
ZION icon

Aristotle Capital Management’s Zions Bancorporation ZION Stock Holding History

Aristotle Capital Management’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
2014
Q3 		– Sell
-565,062
Closed -$16.7M – 155
2014
Q2 		$16.7M Buy
+565,062
New +$16.6M 0.22% 51

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Invesco
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State Street
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
CA
Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aristotle Capital Management's ZION Position: Q3 2014 in Review

Aristotle Capital Management sold out of Zions Bancorporation (ZION) in Q3 2014, closing a stake of 565,062 shares — an estimated $16.7M sold.

Aristotle Capital Management first reported a position in ZION in Q2 2014 and held it in 1 quarter. The position peaked at $16.7M in Q2 2014. 332 funds tracked by Wall St. Rank hold ZION as of Q3 2014.

  • Aristotle Capital Management reported no remaining Zions Bancorporation position as of Q3 2014 after selling out during the quarter.
  • Aristotle Capital Management sold 565,062 Zions Bancorporation shares in Q3 2014, an estimated $16.7M.
  • Aristotle Capital Management first reported a position in Zions Bancorporation in Q2 2014 and held it in 1 quarter.
  • Aristotle Capital Management's Zions Bancorporation position peaked at $16.7M in Q2 2014.
  • 332 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2014.

Based on Aristotle Capital Management's 13F filing for Q3 2014, filed 14 Nov 2014.