MME
ZION icon

Meag Munich Ergo’s Zions Bancorporation ZION Stock Holding History

Meag Munich Ergo’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
Q4 		– Sell
-13,515
Closed -$395K – 212
2020
Q3 		$395K Sell
13,515
-8
-0.1% -$258 0.07% 174
2020
Q2 		$460K Hold
13,523
– – 0.09% 168
2020
Q1 		$362K Buy
13,523
+1,785
+15% +$73.5K 0.09% 136
2019
Q4 		$608K Sell
11,738
-7,683
-40% -$373K 0.07% 253
2019
Q3 		$858K Sell
19,421
-385
-2% -$16.6K 0.04% 390
2019
Q2 		$893K Sell
19,806
-6,529
-25% -$302K 0.07% 285
2019
Q1 		$1.19M Sell
26,335
-18,592
-41% -$887K 0.1% 224
2018
Q4 		$1.82M Buy
44,927
+25,527
+132% +$1.19M 0.22% 118
2018
Q3 		$971K Buy
+19,400
New +$1.02M 0.06% 312
2018
Q1 		– Sell
-9,682
Closed -$500K – 516
2017
Q4 		$500K Sell
9,682
-204,997
-95% -$9.82M 0.02% 459
2017
Q3 		$10.1M Buy
+214,679
New +$9.55M 0.41% 82
2017
Q1 		– Sell
-96,847
Closed -$4.17M – 364
2016
Q4 		$4.17M Sell
96,847
-196,969
-67% -$7.26M 0.19% 140
2016
Q3 		$8.97M Buy
+293,816
New +$8.35M 0.44% 72

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Meag Munich Ergo's ZION Position: Q4 2020 in Review

Meag Munich Ergo sold out of Zions Bancorporation (ZION) in Q4 2020, closing a stake of 13,515 shares — an estimated $395K sold.

Meag Munich Ergo first reported a position in ZION in Q3 2016 and held it in 13 quarters. The position peaked at $10.1M in Q3 2017. 432 funds tracked by Wall St. Rank hold ZION as of Q4 2020.

  • Meag Munich Ergo reported no remaining Zions Bancorporation position as of Q4 2020 after selling out during the quarter.
  • Meag Munich Ergo sold 13,515 Zions Bancorporation shares in Q4 2020, an estimated $395K.
  • Meag Munich Ergo first reported a position in Zions Bancorporation in Q3 2016 and held it in 13 quarters.
  • Meag Munich Ergo's Zions Bancorporation position peaked at $10.1M in Q3 2017.
  • 432 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2020.

Based on Meag Munich Ergo's 13F filing for Q4 2020, filed 20 Jan 2021.