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Northpointe Capital’s Zions Bancorporation ZION Stock Holding History

Northpointe Capital’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
2019
Q3 		– Sell
-66,619
Closed -$3.06M – 107
2019
Q2 		$3.06M Sell
66,619
-17,174
-20% -$795K 0.97% 49
2019
Q1 		$3.81M Buy
+83,793
New +$4M 1.2% 39
2014
Q1 		– Sell
-44,770
Closed -$1.34M – 266
2013
Q4 		$1.34M Buy
+44,770
New +$1.29M 0.12% 164

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northpointe Capital's ZION Position: Q3 2019 in Review

Northpointe Capital sold out of Zions Bancorporation (ZION) in Q3 2019, closing a stake of 66,619 shares — an estimated $3.06M sold.

Northpointe Capital first reported a position in ZION in Q4 2013 and held it in 3 quarters. The position peaked at $3.81M in Q1 2019. 441 funds tracked by Wall St. Rank hold ZION as of Q3 2019.

  • Northpointe Capital reported no remaining Zions Bancorporation position as of Q3 2019 after selling out during the quarter.
  • Northpointe Capital sold 66,619 Zions Bancorporation shares in Q3 2019, an estimated $3.06M.
  • Northpointe Capital first reported a position in Zions Bancorporation in Q4 2013 and held it in 3 quarters.
  • Northpointe Capital's Zions Bancorporation position peaked at $3.81M in Q1 2019.
  • 441 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2019.

Based on Northpointe Capital's 13F filing for Q3 2019, filed 16 Oct 2019.