Kaizen Advisory’s Zions Bancorporation ZION Stock Holding History

Kaizen Advisory’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
2018 Q4	$21K	Hold	524	–	–	0.01%	509
2018 Q3	$26K	Hold	524	–	–	0.01%	483
2018 Q2	$28K	Buy	524 +339	+183%	+$18.7K	0.01%	480
2018 Q1	$10K	Sell	185 -23,454	-99%	-$1.26M	0.01%	494
2017 Q4	$1.2M	Buy	+23,639	New	+$1.13M	0.72%	55

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

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

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kaizen Advisory's ZION Position: Q4 2018 in Review

Kaizen Advisory held its Zions Bancorporation (ZION) position steady in Q4 2018 at 524 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #509.

Kaizen Advisory first reported a position in ZION in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.2M in Q4 2017. 518 funds tracked by Wall St. Rank hold ZION as of Q4 2018.

Kaizen Advisory held 524 shares of Zions Bancorporation worth $21K as of Q4 2018.
Kaizen Advisory left its Zions Bancorporation share count unchanged in Q4 2018.
Zions Bancorporation made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #509 holding.
Kaizen Advisory first reported a position in Zions Bancorporation in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Zions Bancorporation position peaked at $1.2M in Q4 2017.
518 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.