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Numeric Investors’s Zions Bancorporation ZION Stock Holding History

Numeric Investors’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
2014
Q4 		– Sell
-16,800
Closed -$488K – 991
2014
Q3 		$488K Sell
16,800
-12,100
-42% -$351K 0.01% 595
2014
Q2 		$852K Buy
+28,900
New +$850K 0.01% 459
2013
Q4 		– Sell
-35,500
Closed -$973K – 898
2013
Q3 		$973K Buy
+35,500
New +$1.04M 0.02% 444

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CA
Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Numeric Investors's ZION Position: Q4 2014 in Review

Numeric Investors sold out of Zions Bancorporation (ZION) in Q4 2014, closing a stake of 16,800 shares — an estimated $488K sold.

Numeric Investors first reported a position in ZION in Q3 2013 and held it in 3 quarters. The position peaked at $973K in Q3 2013. 324 funds tracked by Wall St. Rank hold ZION as of Q4 2014.

  • Numeric Investors reported no remaining Zions Bancorporation position as of Q4 2014 after selling out during the quarter.
  • Numeric Investors sold 16,800 Zions Bancorporation shares in Q4 2014, an estimated $488K.
  • Numeric Investors first reported a position in Zions Bancorporation in Q3 2013 and held it in 3 quarters.
  • Numeric Investors's Zions Bancorporation position peaked at $973K in Q3 2013.
  • 324 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2014.

Based on Numeric Investors's 13F filing for Q4 2014, filed 6 Feb 2015.