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Greenwood Capital Associates’s Zions Bancorporation ZION Stock Holding History

Greenwood Capital Associates’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
-12,735
Closed -$586K – 198
2019
Q2 		$586K Buy
12,735
+4,250
+50% +$197K 0.15% 88
2019
Q1 		$385K Sell
8,485
-160
-2% -$7.63K 0.1% 108
2018
Q4 		$352K Buy
8,645
+695
+9% +$32.4K 0.09% 122
2018
Q3 		$399K Buy
7,950
+605
+8% +$31.9K 0.09% 128
2018
Q2 		$387K Buy
7,345
+100
+1% +$5.52K 0.09% 122
2018
Q1 		$382K Buy
7,245
+2,400
+50% +$129K 0.09% 120
2017
Q4 		$246K Sell
4,845
-360
-7% -$17.2K 0.06% 173
2017
Q3 		$246K Sell
5,205
-90
-2% -$4K 0.06% 156
2017
Q2 		$233K Buy
5,295
+295
+6% +$12.1K 0.06% 165
2017
Q1 		$210K Buy
+5,000
New +$217K 0.06% 188
2015
Q4 		– Sell
-9,120
Closed -$251K – 178
2015
Q3 		$251K Buy
9,120
+2,600
+40% +$77.1K 0.09% 124
2015
Q2 		$206K Buy
+6,520
New +$192K 0.06% 152

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Greenwood Capital Associates's ZION Position: Q3 2019 in Review

Greenwood Capital Associates sold out of Zions Bancorporation (ZION) in Q3 2019, closing a stake of 12,735 shares — an estimated $586K sold.

Greenwood Capital Associates first reported a position in ZION in Q2 2015 and held it in 12 quarters. The position peaked at $586K in Q2 2019. 442 funds tracked by Wall St. Rank hold ZION as of Q3 2019.

  • Greenwood Capital Associates reported no remaining Zions Bancorporation position as of Q3 2019 after selling out during the quarter.
  • Greenwood Capital Associates sold 12,735 Zions Bancorporation shares in Q3 2019, an estimated $586K.
  • Greenwood Capital Associates first reported a position in Zions Bancorporation in Q2 2015 and held it in 12 quarters.
  • Greenwood Capital Associates's Zions Bancorporation position peaked at $586K in Q2 2019.
  • 442 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2019.

Based on Greenwood Capital Associates's 13F filing for Q3 2019, filed 12 Nov 2019.