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Monarch Partners Asset Management’s Zions Bancorporation ZION Stock Holding History

Monarch Partners Asset Management’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
2021
Q1 		– Sell
-175,711
Closed -$7.63M – 195
2020
Q4 		$7.63M Buy
+175,711
New +$6.5M 1.33% 13
2016
Q4 		– Sell
-414,532
Closed -$12.9M – 202
2016
Q3 		$12.9M Buy
414,532
+18,569
+5% +$528K 1.21% 30
2016
Q2 		$9.95M Buy
+395,963
New +$10.5M 1% 39

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Monarch Partners Asset Management's ZION Position: Q1 2021 in Review

Monarch Partners Asset Management sold out of Zions Bancorporation (ZION) in Q1 2021, closing a stake of 175,711 shares — an estimated $7.63M sold.

Monarch Partners Asset Management first reported a position in ZION in Q2 2016 and held it in 3 quarters. The position peaked at $12.9M in Q3 2016. 431 funds tracked by Wall St. Rank hold ZION as of Q1 2021.

  • Monarch Partners Asset Management reported no remaining Zions Bancorporation position as of Q1 2021 after selling out during the quarter.
  • Monarch Partners Asset Management sold 175,711 Zions Bancorporation shares in Q1 2021, an estimated $7.63M.
  • Monarch Partners Asset Management first reported a position in Zions Bancorporation in Q2 2016 and held it in 3 quarters.
  • Monarch Partners Asset Management's Zions Bancorporation position peaked at $12.9M in Q3 2016.
  • 431 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2021.

Based on Monarch Partners Asset Management's 13F filing for Q1 2021, filed 11 May 2021.