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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Wellington Management Group

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management

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

Dimensional Fund Advisors

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

LSV Asset Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Thrivent Financial for Lutherans

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