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 $5.7T AUM 30.48% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Wellington Management Group

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

LSV Asset Management

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

Dimensional Fund Advisors

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

Thrivent Financial for Lutherans

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return