ClearBridge Investments
ZION icon

ClearBridge Investments’s Zions Bancorporation ZION Stock Holding History

ClearBridge Investments’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
Q4 		– Sell
-665
Closed -$30K – 1150
2019
Q3 		$30K Sell
665
-764
-53% -$33K ﹤0.01% 895
2019
Q2 		$66K Sell
1,429
-37
-3% -$1.71K ﹤0.01% 796
2019
Q1 		$67K Sell
1,466
-157
-10% -$7.49K ﹤0.01% 812
2018
Q4 		$66K Sell
1,623
-184
-10% -$8.58K ﹤0.01% 827
2018
Q3 		$91K Buy
1,807
+310
+21% +$16.4K ﹤0.01% 845
2018
Q2 		$79K Sell
1,497
-1,356
-48% -$74.8K ﹤0.01% 792
2018
Q1 		$150K Sell
2,853
-921
-24% -$49.6K ﹤0.01% 759
2017
Q4 		$192K Sell
3,774
-2,921
-44% -$140K ﹤0.01% 750
2017
Q3 		$316K Sell
6,695
-512
-7% -$22.8K ﹤0.01% 717
2017
Q2 		$316K Buy
+7,207
New +$297K ﹤0.01% 717

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return