NAM
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Nissay Asset Management’s Zions Bancorporation ZION Stock Holding History

Nissay 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
2020
Q4 		– Sell
-17,845
Closed -$521K – 744
2020
Q3 		$521K Buy
17,845
+579
+3% +$18.7K 0.01% 650
2020
Q2 		$587K Buy
17,266
+1,873
+12% +$59.3K 0.01% 634
2020
Q1 		$412K Sell
15,393
-30
-0.2% -$1.24K 0.01% 618
2019
Q4 		$801K Sell
15,423
-273
-2% -$13.3K 0.02% 584
2019
Q3 		$699K Buy
15,696
+403
+3% +$17.4K 0.02% 588
2019
Q2 		$703K Sell
15,293
-635
-4% -$29.4K 0.02% 589
2019
Q1 		$723K Buy
15,928
+689
+5% +$32.9K 0.02% 573
2018
Q4 		$621K Sell
15,239
-292
-2% -$13.6K 0.02% 567
2018
Q3 		$779K Buy
15,531
+396
+3% +$20.9K 0.02% 552
2018
Q2 		$797K Buy
15,135
+377
+3% +$20.8K 0.02% 525
2018
Q1 		$778K Buy
14,758
+103
+0.7% +$5.54K 0.02% 512
2017
Q4 		$746K Buy
+14,655
New +$702K 0.02% 531

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 $3.38T AUM 44.17% 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

Nissay Asset Management's ZION Position: Q4 2020 in Review

Nissay Asset Management sold out of Zions Bancorporation (ZION) in Q4 2020, closing a stake of 17,845 shares — an estimated $521K sold.

Nissay Asset Management first reported a position in ZION in Q4 2017 and held it in 12 quarters. The position peaked at $801K in Q4 2019. 432 funds tracked by Wall St. Rank hold ZION as of Q4 2020.

  • Nissay Asset Management reported no remaining Zions Bancorporation position as of Q4 2020 after selling out during the quarter.
  • Nissay Asset Management sold 17,845 Zions Bancorporation shares in Q4 2020, an estimated $521K.
  • Nissay Asset Management first reported a position in Zions Bancorporation in Q4 2017 and held it in 12 quarters.
  • Nissay Asset Management's Zions Bancorporation position peaked at $801K in Q4 2019.
  • 432 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2020.

Based on Nissay Asset Management's 13F filing for Q4 2020, filed 8 Feb 2021.