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Ontario Teachers' Pension Plan Board’s Zions Bancorporation ZION Stock Holding History

Ontario Teachers' Pension Plan Board’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
-9,413
Closed -$275K – 598
2020
Q3 		$275K Buy
+9,413
New +$303K ﹤0.01% 348
2019
Q2 		– Sell
-27,797
Closed -$1.26M – 674
2019
Q1 		$1.26M Buy
+27,797
New +$1.33M 0.03% 363
2017
Q4 		– Sell
-13,700
Closed -$646K – 545
2017
Q3 		$646K Sell
13,700
-9,608
-41% -$428K 0.01% 489
2017
Q2 		$1.02M Sell
23,308
-22,048
-49% -$908K 0.01% 453
2017
Q1 		$1.91M Buy
45,356
+15,266
+51% +$663K 0.02% 422
2016
Q4 		$1.29M Buy
30,090
+340
+1% +$12.5K 0.01% 464
2016
Q3 		$923K Sell
29,750
-410
-1% -$11.6K 0.01% 487
2016
Q2 		$758K Buy
30,160
+7,783
+35% +$207K 0.01% 499
2016
Q1 		$542K Sell
22,377
-3,363
-13% -$77.3K 0.01% 510
2015
Q4 		$703K Sell
25,740
-47,457
-65% -$1.36M 0.01% 475
2015
Q3 		$2.02M Sell
73,197
-65,814
-47% -$1.95M 0.02% 419
2015
Q2 		$4.41M Sell
139,011
-47,162
-25% -$1.39M 0.03% 400
2015
Q1 		$5.03M Buy
186,173
+160,953
+638% +$4.21M 0.04% 380
2014
Q4 		$719K Sell
25,220
-9,808
-28% -$277K 0.01% 586
2014
Q3 		$1.02M Buy
35,028
+4,685
+15% +$136K 0.01% 564
2014
Q2 		$894K Buy
30,343
+217
+0.7% +$6.38K 0.01% 559
2014
Q1 		$933K Sell
30,126
-6,740
-18% -$205K 0.01% 553
2013
Q4 		$1.1M Sell
36,866
-7,451
-17% -$214K 0.01% 542
2013
Q3 		$1.22M Buy
44,317
+139
+0.3% +$4.06K 0.01% 562
2013
Q2 		$1.28M Buy
+44,178
New +$1.16M 0.01% 539

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 $3.37T AUM 44.26% 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

Ontario Teachers' Pension Plan Board's ZION Position: Q4 2020 in Review

Ontario Teachers' Pension Plan Board sold out of Zions Bancorporation (ZION) in Q4 2020, closing a stake of 9,413 shares — an estimated $275K sold.

Ontario Teachers' Pension Plan Board first reported a position in ZION in Q2 2013 and held it in 20 quarters. The position peaked at $5.03M in Q1 2015. 432 funds tracked by Wall St. Rank hold ZION as of Q4 2020.

  • Ontario Teachers' Pension Plan Board reported no remaining Zions Bancorporation position as of Q4 2020 after selling out during the quarter.
  • Ontario Teachers' Pension Plan Board sold 9,413 Zions Bancorporation shares in Q4 2020, an estimated $275K.
  • Ontario Teachers' Pension Plan Board first reported a position in Zions Bancorporation in Q2 2013 and held it in 20 quarters.
  • Ontario Teachers' Pension Plan Board's Zions Bancorporation position peaked at $5.03M in Q1 2015.
  • 432 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2020.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q4 2020, filed 12 Feb 2021.