PB
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Pinnacle Bancorp’s Zions Bancorporation ZION Stock Holding History

Pinnacle Bancorp’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
Q2 		– Sell
-1,500
Closed -$40K – 678
2020
Q1 		$40K Buy
1,500
+175
+13% +$7.21K 0.03% 289
2019
Q4 		$69K Sell
1,325
-400
-23% -$19.4K 0.05% 252
2019
Q3 		$77K Sell
1,725
-400
-19% -$17.3K 0.04% 238
2019
Q2 		$98K Buy
2,125
+175
+9% +$8.1K 0.06% 209
2019
Q1 		$89K Buy
1,950
+1,150
+144% +$54.9K 0.05% 225
2018
Q4 		$33K Buy
+800
New +$37.3K 0.02% 349

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return