LBG
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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 – 419
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 $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 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 $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return