OAM
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Oxford Asset Management’s Zions Bancorporation ZION Stock Holding History

Oxford Asset Management’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
Q1 		– Sell
-32,267
Closed -$1.68M – 1352
2019
Q4 		$1.68M Buy
+32,267
New +$1.57M 0.05% 526
2019
Q3 		– Sell
-21,567
Closed -$992K – 1982
2019
Q2 		$992K Sell
21,567
-224,123
-91% -$10.4M 0.02% 983
2019
Q1 		$11.2M Buy
245,690
+216,354
+738% +$10.3M 0.25% 72
2018
Q4 		$1.2M Buy
+29,336
New +$1.37M 0.03% 771
2017
Q4 		– Sell
-118,757
Closed -$5.61M – 1897
2017
Q3 		$5.61M Buy
118,757
+99,060
+503% +$4.41M 0.11% 200
2017
Q2 		$865K Buy
19,697
+129
+0.7% +$5.31K 0.02% 937
2017
Q1 		$822K Buy
+19,568
New +$850K 0.02% 880

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Invesco
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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return