OA
ZION icon

Oak Associates’s Zions Bancorporation ZION Stock Holding History

Oak Associates’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
Q1 		– Sell
-11,625
Closed -$591K – 162
2017
Q4 		$591K Hold
11,625
– – 0.04% 123
2017
Q3 		$548K Hold
11,625
– – 0.04% 133
2017
Q2 		$510K Hold
11,625
– – 0.04% 134
2017
Q1 		$488K Hold
11,625
– – 0.04% 133
2016
Q4 		$500K Hold
11,625
– – 0.05% 140
2016
Q3 		$374K Hold
11,625
– – 0.04% 146
2016
Q2 		$292K Hold
11,625
– – 0.04% 149
2016
Q1 		$281K Hold
11,625
– – 0.03% 148
2015
Q4 		$317K Hold
11,625
– – 0.04% 143
2015
Q3 		$320K Hold
11,625
– – 0.04% 133
2015
Q2 		$369K Hold
11,625
– – 0.04% 144
2015
Q1 		$314K Hold
11,625
– – 0.04% 151
2014
Q4 		$331K Hold
11,625
– – 0.04% 154
2014
Q3 		$338K Hold
11,625
– – 0.04% 152
2014
Q2 		$343K Hold
11,625
– – 0.04% 149
2014
Q1 		$360K Hold
11,625
– – 0.04% 148
2013
Q4 		$348K Buy
+11,625
New +$335K 0.04% 148
2013
Q2 		$336K Buy
+11,625
New +$304K 0.04% 143

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Invesco
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American Century Companies
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
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Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return