Clover Partners’s Zions Bancorporation ZION Stock Holding History

Clover Partners’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	-25,000	Closed	-$1.15M	–	30
2019 Q2	$1.15M	Hold	25,000	–	–	2.09%	24
2019 Q1	$1.14M	Buy	+25,000	New	+$1.19M	2.01%	25
2016 Q3	–	Sell	-164,089	Closed	-$4.12M	–	32
2016 Q2	$4.12M	Sell	164,089 -30,911	-16%	-$820K	1.63%	23
2016 Q1	$4.72M	Buy	195,000 +25,000	+15%	+$575K	1.98%	22
2015 Q4	$4.64M	Buy	+170,000	New	+$4.88M	2.06%	20

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

Clover Partners's ZION Position: Q3 2019 in Review

Clover Partners sold out of Zions Bancorporation (ZION) in Q3 2019, closing a stake of 25,000 shares — an estimated $1.15M sold.

Clover Partners first reported a position in ZION in Q4 2015 and held it in 5 quarters. The position peaked at $4.72M in Q1 2016. 441 funds tracked by Wall St. Rank hold ZION as of Q3 2019.

Clover Partners reported no remaining Zions Bancorporation position as of Q3 2019 after selling out during the quarter.
Clover Partners sold 25,000 Zions Bancorporation shares in Q3 2019, an estimated $1.15M.
Clover Partners first reported a position in Zions Bancorporation in Q4 2015 and held it in 5 quarters.
Clover Partners's Zions Bancorporation position peaked at $4.72M in Q1 2016.
441 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2019.

Based on Clover Partners's 13F filing for Q3 2019, filed 12 Nov 2019.