Harvey Capital Management’s Zions Bancorporation ZION Stock Holding History

Harvey Capital 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
2019 Q3	–	Sell	-7,250	Closed	-$333K	–	80
2019 Q2	$333K	Sell	7,250 -400	-5%	-$18.5K	0.16%	65
2019 Q1	$347K	Sell	7,650 -29,885	-80%	-$1.43M	0.17%	64
2018 Q4	$1.53M	Sell	37,535 -55,090	-59%	-$2.57M	0.81%	34
2018 Q3	$4.64M	Sell	92,625 -5,400	-6%	-$285K	1.85%	21
2018 Q2	$5.16M	Sell	98,025 -800	-0.8%	-$44.2K	2.05%	20
2018 Q1	$5.21M	Buy	98,825 +16,800	+20%	+$904K	1.95%	21
2017 Q4	$4.17M	Buy	+82,025	New	+$3.93M	1.51%	27

Other funds holding ZION

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Harvey Capital Management's ZION Position: Q3 2019 in Review

Harvey Capital Management sold out of Zions Bancorporation (ZION) in Q3 2019, closing a stake of 7,250 shares — an estimated $333K sold.

Harvey Capital Management first reported a position in ZION in Q4 2017 and held it in 7 quarters. The position peaked at $5.21M in Q1 2018. 441 funds tracked by Wall St. Rank hold ZION as of Q3 2019.

Harvey Capital Management reported no remaining Zions Bancorporation position as of Q3 2019 after selling out during the quarter.
Harvey Capital Management sold 7,250 Zions Bancorporation shares in Q3 2019, an estimated $333K.
Harvey Capital Management first reported a position in Zions Bancorporation in Q4 2017 and held it in 7 quarters.
Harvey Capital Management's Zions Bancorporation position peaked at $5.21M in Q1 2018.
441 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2019.

Based on Harvey Capital Management's 13F filing for Q3 2019, filed 17 Oct 2019.