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Lloyds Banking Group’s Zions Bancorporation ZION Stock Holding History

Lloyds Banking 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
2014
Q4 		– Sell
-492
Closed -$14K – 418
2014
Q3 		$14K Sell
492
-8
-2% -$232 ﹤0.01% 510
2014
Q2 		$14K Sell
500
-255,515
-100% -$7.51M ﹤0.01% 513
2014
Q1 		$7.93M Sell
256,015
-37,738
-13% -$1.15M 0.07% 232
2013
Q4 		$8.8M Buy
293,753
+6,712
+2% +$193K 0.08% 220
2013
Q3 		$7.87M Buy
287,041
+6,424
+2% +$188K 0.08% 217
2013
Q2 		$8.1M Buy
+280,617
New +$7.34M 0.08% 203

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CA
Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lloyds Banking Group's ZION Position: Q4 2014 in Review

Lloyds Banking Group sold out of Zions Bancorporation (ZION) in Q4 2014, closing a stake of 492 shares — an estimated $14K sold.

Lloyds Banking Group first reported a position in ZION in Q2 2013 and held it in 6 quarters. The position peaked at $8.8M in Q4 2013. 324 funds tracked by Wall St. Rank hold ZION as of Q4 2014.

  • Lloyds Banking Group reported no remaining Zions Bancorporation position as of Q4 2014 after selling out during the quarter.
  • Lloyds Banking Group sold 492 Zions Bancorporation shares in Q4 2014, an estimated $14K.
  • Lloyds Banking Group first reported a position in Zions Bancorporation in Q2 2013 and held it in 6 quarters.
  • Lloyds Banking Group's Zions Bancorporation position peaked at $8.8M in Q4 2013.
  • 324 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2014.

Based on Lloyds Banking Group's 13F filing for Q4 2014, filed 12 Feb 2015.