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ZION icon

Baird’s Zions Bancorporation ZION Stock Holding History

Baird’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
2015
Q1 		$1.64M Buy
60,773
+18,677
+44% +$489K 0.02% 601
2014
Q4 		$1.2M Sell
42,096
-3,507
-8% -$98.9K 0.01% 686
2014
Q3 		$1.32M Buy
45,603
+882
+2% +$25.6K 0.02% 571
2014
Q2 		$1.32M Sell
44,721
-1,338
-3% -$39.3K 0.02% 597
2014
Q1 		$1.43M Buy
46,059
+3,828
+9% +$116K 0.02% 540
2013
Q4 		$1.26M Sell
42,231
-1,056
-2% -$30.4K 0.02% 551
2013
Q3 		$1.19M Buy
43,287
+32,999
+321% +$963K 0.02% 542
2013
Q2 		$298K Buy
+10,288
New +$269K 0.01% 912

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Baird's ZION Position: Q1 2015 in Review

Baird increased its Zions Bancorporation (ZION) stake by 44% in Q1 2015, buying an estimated $489K and bringing the position to 60,773 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #601.

Baird first reported a position in ZION in Q2 2013 and has held it in 8 quarters since. 300 funds tracked by Wall St. Rank hold ZION as of Q1 2015.

  • Baird held 60,773 shares of Zions Bancorporation worth $1.64M as of Q1 2015.
  • Baird bought 18,677 Zions Bancorporation shares in Q1 2015, an estimated $489K.
  • Zions Bancorporation made up 0.02% of Baird's portfolio in Q1 2015, its #601 holding.
  • Baird first reported a position in Zions Bancorporation in Q2 2013 and has held it in 8 quarters since.
  • 300 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.