MCA
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Mendon Capital Advisors’s Zions Bancorporation ZION Stock Holding History

Mendon Capital Advisors’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
2018
Q2 		– Sell
-116,000
Closed -$6.12M – 111
2018
Q1 		$6.12M Buy
+116,000
New +$6.24M 0.56% 55
2017
Q4 		– Sell
-160,000
Closed -$7.55M – 117
2017
Q3 		$7.55M Buy
+160,000
New +$7.12M 0.63% 58
2017
Q2 		– Sell
-75,000
Closed -$3.15M – 127
2017
Q1 		$3.15M Buy
+75,000
New +$3.26M 0.25% 97
2016
Q4 		– Sell
-225,000
Closed -$6.98M – 116
2016
Q3 		$6.98M Sell
225,000
-75,000
-25% -$2.13M 0.8% 47
2016
Q2 		$7.54M Buy
300,000
+150,000
+100% +$3.98M 0.78% 36
2016
Q1 		$3.63M Buy
150,000
+75,000
+100% +$1.72M 0.46% 65
2015
Q4 		$2.05M Buy
+75,000
New +$2.15M 0.28% 92

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return