FC
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Ferris Capital’s Zions Bancorporation ZION Stock Holding History

Ferris Capital’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
Q2 		– Sell
-84
Closed -$4K – 632
2019
Q1 		$4K Hold
84
– – ﹤0.01% 563
2018
Q4 		$3K Hold
84
– – ﹤0.01% 574
2018
Q3 		$4K Hold
84
– – ﹤0.01% 586
2018
Q2 		$4K Hold
84
– – ﹤0.01% 577
2018
Q1 		$4K Buy
+84
New +$4.52K ﹤0.01% 597
2017
Q3 		– Sell
-94
Closed -$4K – 584
2017
Q2 		$4K Buy
+94
New +$3.87K ﹤0.01% 567

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Invesco
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State Street
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LSV Asset Management
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AllianceBernstein
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Goldman Sachs
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return