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Kennedy Capital Management’s Zions Bancorporation ZION Stock Holding History

Kennedy 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
Q2 		– Sell
-16,655
Closed -$756K – 734
2019
Q1 		$756K Sell
16,655
-631
-4% -$30.1K 0.02% 634
2018
Q4 		$704K Sell
17,286
-1,294
-7% -$60.3K 0.02% 638
2018
Q3 		$932K Sell
18,580
-174,588
-90% -$9.22M 0.02% 650
2018
Q2 		$10.2M Sell
193,168
-9,745
-5% -$538K 0.19% 157
2018
Q1 		$10.7M Sell
202,913
-17,951
-8% -$966K 0.21% 138
2017
Q4 		$11.2M Sell
220,864
-22,876
-9% -$1.1M 0.2% 150
2017
Q3 		$11.5M Sell
243,740
-62,851
-20% -$2.8M 0.21% 150
2017
Q2 		$13.5M Sell
306,591
-16,146
-5% -$665K 0.26% 105
2017
Q1 		$13.6M Sell
322,737
-217,229
-40% -$9.44M 0.24% 124
2016
Q4 		$23.2M Sell
539,966
-139,663
-21% -$5.15M 0.4% 41
2016
Q3 		$21.1M Buy
679,629
+31,314
+5% +$890K 0.4% 44
2016
Q2 		$16.3M Buy
648,315
+78,021
+14% +$2.07M 0.33% 66
2016
Q1 		$13.8M Buy
570,294
+95,154
+20% +$2.19M 0.28% 85
2015
Q4 		$13M Buy
475,140
+105,133
+28% +$3.02M 0.26% 101
2015
Q3 		$10.2M Buy
370,007
+118,734
+47% +$3.52M 0.21% 144
2015
Q2 		$7.97M Buy
+251,273
New +$7.39M 0.14% 256

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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kennedy Capital Management's ZION Position: Q2 2019 in Review

Kennedy Capital Management sold out of Zions Bancorporation (ZION) in Q2 2019, closing a stake of 16,655 shares — an estimated $756K sold.

Kennedy Capital Management first reported a position in ZION in Q2 2015 and held it in 16 quarters. The position peaked at $23.2M in Q4 2016. 501 funds tracked by Wall St. Rank hold ZION as of Q2 2019.

  • Kennedy Capital Management reported no remaining Zions Bancorporation position as of Q2 2019 after selling out during the quarter.
  • Kennedy Capital Management sold 16,655 Zions Bancorporation shares in Q2 2019, an estimated $756K.
  • Kennedy Capital Management first reported a position in Zions Bancorporation in Q2 2015 and held it in 16 quarters.
  • Kennedy Capital Management's Zions Bancorporation position peaked at $23.2M in Q4 2016.
  • 501 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2019.

Based on Kennedy Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.