Cambridge Financial Group’s Zions Bancorporation ZION Stock Holding History

Cambridge Financial Group’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	-126,738	Closed	-$5.83M	–	33
2019 Q2	$5.83M	Buy	126,738 +2,905	+2%	+$134K	3.1%	22
2019 Q1	$5.62M	Buy	123,833 +3,414	+3%	+$163K	3.05%	22
2018 Q4	$4.91M	Sell	120,419 -16,519	-12%	-$770K	3.14%	19
2018 Q3	$6.87M	Hold	136,938	–	–	3.11%	18
2018 Q2	$7.22M	Buy	136,938 +9,610	+8%	+$530K	3.55%	12
2018 Q1	$6.71M	Sell	127,328 -11,373	-8%	-$612K	3.62%	6
2017 Q4	$7.05M	Sell	138,701 -1,470	-1%	-$70.4K	3.48%	10
2017 Q3	$6.61M	Sell	140,171 -713	-0.5%	-$31.7K	3.46%	12
2017 Q2	$6.19M	Sell	140,884 -353	-0.2%	-$14.5K	3.31%	13
2017 Q1	$5.93M	Sell	141,237 -24,901	-15%	-$1.08M	3.35%	18
2016 Q4	$7.15M	Buy	+166,138	New	+$6.12M	4.16%	2

Other funds holding ZION

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

BlackRock New York $5.72T AUM 30.48% 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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Cambridge Financial Group's ZION Position: Q3 2019 in Review

Cambridge Financial Group sold out of Zions Bancorporation (ZION) in Q3 2019, closing a stake of 126,738 shares — an estimated $5.83M sold.

Cambridge Financial Group first reported a position in ZION in Q4 2016 and held it in 11 quarters. The position peaked at $7.22M in Q2 2018. 442 funds tracked by Wall St. Rank hold ZION as of Q3 2019.

Cambridge Financial Group reported no remaining Zions Bancorporation position as of Q3 2019 after selling out during the quarter.
Cambridge Financial Group sold 126,738 Zions Bancorporation shares in Q3 2019, an estimated $5.83M.
Cambridge Financial Group first reported a position in Zions Bancorporation in Q4 2016 and held it in 11 quarters.
Cambridge Financial Group's Zions Bancorporation position peaked at $7.22M in Q2 2018.
442 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2019.

Based on Cambridge Financial Group's 13F filing for Q3 2019, filed 12 Nov 2019.