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Horizon Investment Services’s Zions Bancorporation ZION Stock Holding History

Horizon Investment Services’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
-73,061
Closed -$3.36M – 104
2019
Q2 		$3.36M Sell
73,061
-6,358
-8% -$294K 2.28% 15
2019
Q1 		$3.61M Sell
79,419
-2,981
-4% -$142K 2.46% 14
2018
Q4 		$3.36M Sell
82,400
-14,006
-15% -$653K 2.64% 14
2018
Q3 		$4.83M Sell
96,406
-10,298
-10% -$544K 2.53% 12
2018
Q2 		$5.62M Sell
106,704
-11,739
-10% -$648K 2.79% 5
2018
Q1 		$6.25M Sell
118,443
-1,393
-1% -$75K 2.82% 6
2017
Q4 		$6.09M Sell
119,836
-1,561
-1% -$74.8K 2.52% 12
2017
Q3 		$5.73M Sell
121,397
-2,506
-2% -$112K 2.43% 11
2017
Q2 		$5.44M Buy
123,903
+759
+0.6% +$31.3K 2.43% 13
2017
Q1 		$5.17M Sell
123,144
-7,036
-5% -$306K 2.31% 12
2016
Q4 		$5.6M Buy
130,180
+48,041
+58% +$1.77M 2.65% 8
2016
Q3 		$2.55M Buy
+82,139
New +$2.33M 1.29% 30

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Horizon Investment Services's ZION Position: Q3 2019 in Review

Horizon Investment Services sold out of Zions Bancorporation (ZION) in Q3 2019, closing a stake of 73,061 shares — an estimated $3.36M sold.

Horizon Investment Services first reported a position in ZION in Q3 2016 and held it in 12 quarters. The position peaked at $6.25M in Q1 2018. 441 funds tracked by Wall St. Rank hold ZION as of Q3 2019.

  • Horizon Investment Services reported no remaining Zions Bancorporation position as of Q3 2019 after selling out during the quarter.
  • Horizon Investment Services sold 73,061 Zions Bancorporation shares in Q3 2019, an estimated $3.36M.
  • Horizon Investment Services first reported a position in Zions Bancorporation in Q3 2016 and held it in 12 quarters.
  • Horizon Investment Services's Zions Bancorporation position peaked at $6.25M in Q1 2018.
  • 441 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2019.

Based on Horizon Investment Services's 13F filing for Q3 2019, filed 14 Nov 2019.