Brant Point Investment Management’s Zions Bancorporation ZION Stock Holding History

Brant Point Investment 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
2019 Q3	–	Sell	-50,307	Closed	-$2.31M	–	151
2019 Q2	$2.31M	Sell	50,307 -25,000	-33%	-$1.16M	0.49%	91
2019 Q1	$3.42M	Buy	75,307 +2,500	+3%	+$119K	0.79%	61
2018 Q4	$2.97M	Sell	72,807 -20,000	-22%	-$932K	0.85%	58
2018 Q3	$4.65M	Sell	92,807 -30,000	-24%	-$1.58M	0.9%	52
2018 Q2	$6.47M	Hold	122,807	–	–	1.25%	31
2018 Q1	$6.48M	Buy	122,807 +50,407	+70%	+$2.71M	1.32%	37
2017 Q4	$3.68M	Buy	+72,400	New	+$3.47M	0.75%	68

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

Invesco Atlanta, Georgia $653B AUM 32.41% 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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors

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