BP’s Zions Bancorporation ZION Stock Holding History

BP’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 Q1	–	Sell	-19,000	Closed	-$986K	–	552
2019 Q4	$986K	Hold	19,000	–	–	0.03%	432
2019 Q3	$846K	Buy	+19,000	New	+$821K	0.03%	454
2019 Q1	–	Sell	-20,000	Closed	-$815K	–	456
2018 Q4	$815K	Sell	20,000 -1,000	-5%	-$46.6K	0.03%	391
2018 Q3	$1.05M	Hold	21,000	–	–	0.03%	428
2018 Q2	$1.11M	Hold	21,000	–	–	0.04%	441
2018 Q1	$1.11M	Sell	21,000 -3,000	-13%	-$161K	0.04%	393
2017 Q4	$1.22M	Hold	24,000	–	–	0.04%	390
2017 Q3	$1.13M	Hold	24,000	–	–	0.04%	383
2017 Q2	$1.05M	Buy	+24,000	New	+$988K	0.04%	371
2017 Q1	–	Sell	-25,000	Closed	-$1.08M	–	442
2016 Q4	$1.08M	Hold	25,000	–	–	0.04%	401
2016 Q3	$775K	Buy	+25,000	New	+$710K	0.03%	385

Other funds holding ZION

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BP's ZION Position: Q1 2020 in Review

BP sold out of Zions Bancorporation (ZION) in Q1 2020, closing a stake of 19,000 shares — an estimated $986K sold.

BP first reported a position in ZION in Q3 2016 and held it in 11 quarters. The position peaked at $1.22M in Q4 2017. 419 funds tracked by Wall St. Rank hold ZION as of Q1 2020.

BP reported no remaining Zions Bancorporation position as of Q1 2020 after selling out during the quarter.
BP sold 19,000 Zions Bancorporation shares in Q1 2020, an estimated $986K.
BP first reported a position in Zions Bancorporation in Q3 2016 and held it in 11 quarters.
BP's Zions Bancorporation position peaked at $1.22M in Q4 2017.
419 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2020.

Based on BP's 13F filing for Q1 2020, filed 5 May 2020.