PCG
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Private Capital Group’s Zions Bancorporation ZION Stock Holding History

Private Capital Group’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
-1,354
Closed -$70K – 2163
2019
Q4 		$70K Sell
1,354
-304
-18% -$14.8K 0.01% 584
2019
Q3 		$74K Buy
1,658
+1,185
+251% +$51.2K 0.01% 602
2019
Q2 		$25K Sell
473
-694
-59% -$32.1K 0.01% 976
2019
Q1 		$53K Buy
1,167
+893
+326% +$42.6K 0.01% 742
2018
Q4 		$11K Sell
274
-199
-42% -$9.28K ﹤0.01% 1361
2018
Q3 		$23K Hold
473
– – ﹤0.01% 1092
2018
Q2 		$24K Sell
473
-25
-5% -$1.38K 0.01% 1035
2018
Q1 		$26K Sell
498
-404
-45% -$21.7K 0.01% 968
2017
Q4 		$46 Buy
+902
New +$43.2K 0.01% 733

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return