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DC Investments Management’s Zions Bancorporation ZION Stock Holding History

DC Investments 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
2020
Q3 		– Sell
-10,188
Closed -$346K – 312
2020
Q2 		$346K Buy
+10,188
New +$323K 0.13% 135
2018
Q4 		– Sell
-13,267
Closed -$665K – 320
2018
Q3 		$665K Buy
+13,267
New +$701K 0.45% 35

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

DC Investments Management's ZION Position: Q3 2020 in Review

DC Investments Management sold out of Zions Bancorporation (ZION) in Q3 2020, closing a stake of 10,188 shares — an estimated $346K sold.

DC Investments Management first reported a position in ZION in Q3 2018 and held it in 2 quarters. The position peaked at $665K in Q3 2018. 406 funds tracked by Wall St. Rank hold ZION as of Q3 2020.

  • DC Investments Management reported no remaining Zions Bancorporation position as of Q3 2020 after selling out during the quarter.
  • DC Investments Management sold 10,188 Zions Bancorporation shares in Q3 2020, an estimated $346K.
  • DC Investments Management first reported a position in Zions Bancorporation in Q3 2018 and held it in 2 quarters.
  • DC Investments Management's Zions Bancorporation position peaked at $665K in Q3 2018.
  • 406 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2020.

Based on DC Investments Management's 13F filing for Q3 2020, filed 4 Nov 2020.