Fjarde Ap-fonden’s Zions Bancorporation ZION Stock Holding History

Fjarde Ap-fonden’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 Q4	–	Sell	-46,154	Closed	-$1.35M	–	607
2020 Q3	$1.35M	Buy	46,154 +12,600	+38%	+$406K	0.01%	580
2020 Q2	$1.14M	Buy	33,554 +685	+2%	+$21.7K	0.01%	580
2020 Q1	$880K	Buy	32,869 +3,800	+13%	+$157K	0.01%	572
2019 Q4	$1.51M	Buy	29,069 +19,700	+210%	+$956K	0.02%	588
2019 Q3	$417K	Sell	9,369 -29,200	-76%	-$1.26M	0.01%	606
2019 Q2	$1.77M	Sell	38,569 -10,800	-22%	-$500K	0.02%	555
2019 Q1	$2.24M	Buy	49,369 +14,305	+41%	+$682K	0.03%	522
2018 Q4	$1.43M	Sell	35,064 -24,800	-41%	-$1.16M	0.02%	524
2018 Q3	$3M	Sell	59,864 -1,143	-2%	-$60.4K	0.04%	465
2018 Q2	$3.21M	Buy	61,007 +2,723	+5%	+$150K	0.05%	445
2018 Q1	$3.07M	Sell	58,284 -261	-0.4%	-$14K	0.05%	458
2017 Q4	$2.98M	Buy	58,545 +9,478	+19%	+$454K	0.05%	475
2017 Q3	$2.31M	Sell	49,067 -12,811	-21%	-$570K	0.04%	486
2017 Q2	$2.72M	Buy	+61,878	New	+$2.55M	0.05%	404

Other funds holding ZION

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management

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

Dimensional Fund Advisors

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

LSV Asset Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return