LifePlan Financial Group’s Zions Bancorporation ZION Stock Holding History

LifePlan Financial Group’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
2020 Q3	$2K	Hold	82	–	–	﹤0.01%	534
2020 Q2	$3K	Hold	82	–	–	﹤0.01%	523
2020 Q1	$2K	Hold	82	–	–	﹤0.01%	514
2019 Q4	$4K	Hold	82	–	–	﹤0.01%	487
2019 Q3	$4K	Hold	82	–	–	﹤0.01%	485
2019 Q2	$4K	Hold	82	–	–	﹤0.01%	482
2019 Q1	$4K	Hold	82	–	–	﹤0.01%	482
2018 Q4	$3K	Hold	82	–	–	﹤0.01%	488
2018 Q3	$4K	Hold	82	–	–	﹤0.01%	468
2018 Q2	$4K	Hold	82	–	–	﹤0.01%	448
2018 Q1	$4K	Buy	+82	New	+$4.41K	﹤0.01%	437

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LifePlan Financial Group's ZION Position: Q3 2020 in Review

LifePlan Financial Group held its Zions Bancorporation (ZION) position steady in Q3 2020 at 82 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

LifePlan Financial Group first reported a position in ZION in Q1 2018 and has held it in 11 quarters since. The position peaked at $4K in Q4 2019. 405 funds tracked by Wall St. Rank hold ZION as of Q3 2020.

LifePlan Financial Group held 82 shares of Zions Bancorporation worth $2K as of Q3 2020.
LifePlan Financial Group left its Zions Bancorporation share count unchanged in Q3 2020.
Zions Bancorporation made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #534 holding.
LifePlan Financial Group first reported a position in Zions Bancorporation in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Zions Bancorporation position peaked at $4K in Q4 2019.
405 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.