Highlander Capital Management’s Zions Bancorporation ZION Stock Holding History

Highlander 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
2021 Q2	–	Sell	-2,000	Closed	-$110K	–	630
2021 Q1	$110K	Hold	2,000	–	–	0.06%	202
2020 Q4	$87K	Hold	2,000	–	–	0.05%	219
2020 Q3	$58K	Hold	2,000	–	–	0.04%	255
2020 Q2	$68K	Hold	2,000	–	–	0.04%	243
2020 Q1	$54K	Hold	2,000	–	–	0.04%	262
2019 Q4	$104K	Hold	2,000	–	–	0.06%	214
2019 Q3	$89K	Hold	2,000	–	–	0.05%	238
2019 Q2	$92K	Hold	2,000	–	–	0.06%	244
2019 Q1	$91K	Hold	2,000	–	–	0.06%	244
2018 Q4	$81K	Sell	2,000 -3,000	-60%	-$140K	0.05%	249
2018 Q3	$251K	Hold	5,000	–	–	0.14%	141
2018 Q2	$263K	Buy	5,000 +2,000	+67%	+$110K	0.15%	140
2018 Q1	$154K	Hold	3,000	–	–	0.09%	205
2017 Q4	$152K	Hold	3,000	–	–	0.11%	191
2017 Q3	$142K	Hold	3,000	–	–	0.11%	205
2017 Q2	$134K	Hold	3,000	–	–	0.11%	212
2017 Q1	$126K	Hold	3,000	–	–	0.1%	215
2016 Q4	$129K	Hold	3,000	–	–	0.11%	203
2016 Q3	$93K	Sell	3,000 -2,500	-45%	-$71K	0.08%	249
2016 Q2	$138K	Sell	5,500 -13,500	-71%	-$358K	0.13%	196
2016 Q1	$460K	Buy	19,000 +4,000	+27%	+$92K	0.43%	61
2015 Q4	$410K	Buy	15,000 +8,500	+131%	+$244K	0.38%	70
2015 Q3	$179K	Buy	+6,500	New	+$193K	0.17%	156

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Highlander Capital Management's ZION Position: Q2 2021 in Review

Highlander Capital Management sold out of Zions Bancorporation (ZION) in Q2 2021, closing a stake of 2,000 shares — an estimated $110K sold.

Highlander Capital Management first reported a position in ZION in Q3 2015 and held it in 23 quarters. The position peaked at $460K in Q1 2016. 430 funds tracked by Wall St. Rank hold ZION as of Q2 2021.

Highlander Capital Management reported no remaining Zions Bancorporation position as of Q2 2021 after selling out during the quarter.
Highlander Capital Management sold 2,000 Zions Bancorporation shares in Q2 2021, an estimated $110K.
Highlander Capital Management first reported a position in Zions Bancorporation in Q3 2015 and held it in 23 quarters.
Highlander Capital Management's Zions Bancorporation position peaked at $460K in Q1 2016.
430 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2021.

Based on Highlander Capital Management's 13F filing for Q2 2021, filed 10 Aug 2021.