Orrstown Financial Services’s Zions Bancorporation ZION Stock Holding History

Orrstown Financial Services’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 Q4	–	Sell	-100	Closed	-$4K	–	221
2019 Q3	$4K	Hold	100	–	–	0.01%	211
2019 Q2	$5K	Hold	100	–	–	0.01%	198
2019 Q1	$5K	Hold	100	–	–	0.01%	203
2018 Q4	$4K	Hold	100	–	–	0.01%	196
2018 Q3	$5K	Hold	100	–	–	0.01%	198
2018 Q2	$5K	Hold	100	–	–	0.01%	239
2018 Q1	$5K	Hold	100	–	–	0.01%	266
2017 Q4	$5K	Hold	100	–	–	0.01%	260
2017 Q3	$5K	Hold	100	–	–	0.01%	263
2017 Q2	$4K	Hold	100	–	–	﹤0.01%	248
2017 Q1	$4K	Hold	100	–	–	﹤0.01%	241
2016 Q4	$4K	Hold	100	–	–	﹤0.01%	236
2016 Q3	$3K	Hold	100	–	–	﹤0.01%	242
2016 Q2	$3K	Hold	100	–	–	﹤0.01%	238
2016 Q1	$2K	Hold	100	–	–	﹤0.01%	196
2015 Q4	$3K	Hold	100	–	–	﹤0.01%	209
2015 Q3	$3K	Hold	100	–	–	﹤0.01%	222
2015 Q2	$3K	Hold	100	–	–	﹤0.01%	181
2015 Q1	$3K	Hold	100	–	–	﹤0.01%	172
2014 Q4	$3K	Hold	100	–	–	﹤0.01%	184
2014 Q3	$3K	Hold	100	–	–	﹤0.01%	181
2014 Q2	$3K	Hold	100	–	–	﹤0.01%	176
2014 Q1	$3K	Hold	100	–	–	﹤0.01%	179
2013 Q4	$3K	Hold	100	–	–	﹤0.01%	186
2013 Q3	$3K	Buy	+100	New	+$2.92K	﹤0.01%	188

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Orrstown Financial Services's ZION Position: Q4 2019 in Review

Orrstown Financial Services sold out of Zions Bancorporation (ZION) in Q4 2019, closing a stake of 100 shares — an estimated $4K sold.

Orrstown Financial Services first reported a position in ZION in Q3 2013 and held it in 25 quarters. The position peaked at $5K in Q2 2019. 475 funds tracked by Wall St. Rank hold ZION as of Q4 2019.

Orrstown Financial Services reported no remaining Zions Bancorporation position as of Q4 2019 after selling out during the quarter.
Orrstown Financial Services sold 100 Zions Bancorporation shares in Q4 2019, an estimated $4K.
Orrstown Financial Services first reported a position in Zions Bancorporation in Q3 2013 and held it in 25 quarters.
Orrstown Financial Services's Zions Bancorporation position peaked at $5K in Q2 2019.
475 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2019.

Based on Orrstown Financial Services's 13F filing for Q4 2019, filed 17 Jan 2020.