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Liberty Mutual Group Asset Management’s Zions Bancorporation ZION Stock Holding History

Liberty Mutual Group Asset 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
2018
Q4 		– Sell
-7,879
Closed -$395K – 817
2018
Q3 		$395K Hold
7,879
– – 0.01% 841
2018
Q2 		$415K Sell
7,879
-179
-2% -$9.88K 0.01% 834
2018
Q1 		$425K Hold
8,058
– – 0.01% 794
2017
Q4 		$410K Sell
8,058
-604
-7% -$28.9K 0.01% 846
2017
Q3 		$409K Sell
8,662
-4,551
-34% -$203K 0.02% 828
2017
Q2 		$581K Sell
13,213
-297
-2% -$12.2K 0.02% 845
2017
Q1 		$567K Sell
13,510
-2,816
-17% -$122K 0.02% 839
2016
Q4 		$703K Buy
16,326
+2,088
+15% +$76.9K 0.03% 834
2016
Q3 		$442K Buy
14,238
+987
+7% +$28K 0.02% 915
2016
Q2 		$332K Buy
13,251
+1,248
+10% +$33.1K 0.01% 971
2016
Q1 		$291K Sell
12,003
-957
-7% -$22K 0.01% 960
2015
Q4 		$354K Sell
12,960
-35,820
-73% -$1.03M 0.01% 923
2015
Q3 		$1.34M Sell
48,780
-3,322
-6% -$98.5K 0.05% 740
2015
Q2 		$1.65M Sell
52,102
-14,669
-22% -$432K 0.06% 587
2015
Q1 		$1.8M Buy
66,771
+966
+1% +$25.3K 0.06% 682
2014
Q4 		$1.88M Buy
65,805
+12,676
+24% +$358K 0.06% 633
2014
Q3 		$1.54M Sell
53,129
-1,814
-3% -$52.7K 0.05% 697
2014
Q2 		$1.62M Buy
54,943
+2,933
+6% +$86.2K 0.05% 708
2014
Q1 		$1.61M Sell
52,010
-17,158
-25% -$521K 0.05% 649
2013
Q4 		$2.07M Buy
69,168
+31,692
+85% +$912K 0.07% 311
2013
Q3 		$1.03M Sell
37,476
-29,406
-44% -$858K 0.04% 578
2013
Q2 		$1.93M Buy
+66,882
New +$1.75M 0.08% 335

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Liberty Mutual Group Asset Management's ZION Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of Zions Bancorporation (ZION) in Q4 2018, closing a stake of 7,879 shares — an estimated $395K sold.

Liberty Mutual Group Asset Management first reported a position in ZION in Q2 2013 and held it in 22 quarters. The position peaked at $2.07M in Q4 2013. 519 funds tracked by Wall St. Rank hold ZION as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining Zions Bancorporation position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 7,879 Zions Bancorporation shares in Q4 2018, an estimated $395K.
  • Liberty Mutual Group Asset Management first reported a position in Zions Bancorporation in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's Zions Bancorporation position peaked at $2.07M in Q4 2013.
  • 519 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.