BCM
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BHZ Capital Management’s Zions Bancorporation ZION Stock Holding History

BHZ 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
2021
Q3 		– Sell
-37,675
Closed -$1.99M – 142
2021
Q2 		$1.99M Buy
37,675
+23,400
+164% +$1.31M 0.74% 45
2021
Q1 		$785K Sell
14,275
-2,784
-16% -$143K 0.25% 87
2020
Q4 		$741K Sell
17,059
-2,400
-12% -$88.7K 0.25% 92
2020
Q3 		$569K Hold
19,459
– – 0.24% 99
2020
Q2 		$662K Sell
19,459
-7,341
-27% -$232K 0.26% 91
2020
Q1 		$717K Buy
+26,800
New +$1.1M 0.27% 93

Other funds holding ZION

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return