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ZION icon

FSI Group’s Zions Bancorporation ZION Stock Holding History

FSI Group’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
Q1 		– Sell
-6,529
Closed -$339K – 36
2019
Q4 		$339K Sell
6,529
-2,553
-28% -$124K 0.43% 27
2019
Q3 		$404K Sell
9,082
-10,237
-53% -$442K 0.56% 19
2019
Q2 		$888K Buy
19,319
+12,794
+196% +$592K 1.05% 16
2019
Q1 		$296K Sell
6,525
-102,429
-94% -$4.89M 0.32% 28
2018
Q4 		$4.44M Buy
+108,954
New +$5.08M 5.66% 6
2018
Q3 		– Sell
-46,018
Closed -$2.42M – 47
2018
Q2 		$2.42M Buy
46,018
+38,354
+500% +$2.12M 1.92% 20
2018
Q1 		$404K Sell
7,664
-50,456
-87% -$2.72M 0.38% 27
2017
Q4 		$2.95M Buy
+58,120
New +$2.78M 2.46% 18
2015
Q3 		– Sell
-250,000
Closed -$7.93M – 68
2015
Q2 		$7.93M Buy
+250,000
New +$7.36M 3.08% 7

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FSI Group's ZION Position: Q1 2020 in Review

FSI Group sold out of Zions Bancorporation (ZION) in Q1 2020, closing a stake of 6,529 shares — an estimated $339K sold.

FSI Group first reported a position in ZION in Q2 2015 and held it in 9 quarters. The position peaked at $7.93M in Q2 2015. 418 funds tracked by Wall St. Rank hold ZION as of Q1 2020.

  • FSI Group reported no remaining Zions Bancorporation position as of Q1 2020 after selling out during the quarter.
  • FSI Group sold 6,529 Zions Bancorporation shares in Q1 2020, an estimated $339K.
  • FSI Group first reported a position in Zions Bancorporation in Q2 2015 and held it in 9 quarters.
  • FSI Group's Zions Bancorporation position peaked at $7.93M in Q2 2015.
  • 418 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2020.

Based on FSI Group's 13F filing for Q1 2020, filed 23 Apr 2020.