RIM
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Rampart Investment Management’s Zions Bancorporation ZION Stock Holding History

Rampart Investment 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
Q3 		– Sell
-1,283
Closed -$44K – 537
2020
Q2 		$44K Buy
1,283
+58
+5% +$1.84K 0.01% 510
2020
Q1 		$33K Sell
1,225
-875
-42% -$36K 0.02% 481
2019
Q4 		$109K Buy
2,100
+21
+1% +$1.02K 0.01% 512
2019
Q3 		$93K Sell
2,079
-298
-13% -$12.9K 0.01% 510
2019
Q2 		$109K Sell
2,377
-3,475
-59% -$161K 0.01% 506
2019
Q1 		$266K Buy
5,852
+3,971
+211% +$189K 0.03% 408
2018
Q4 		$77K Sell
1,881
-7,028
-79% -$328K 0.02% 456
2018
Q3 		$99.2K Buy
8,909
+1,918
+27% +$101K 0.04% 400
2018
Q2 		$368K Sell
6,991
-3,547
-34% -$196K 0.04% 379
2018
Q1 		$556K Buy
10,538
+7,786
+283% +$419K 0.05% 326
2017
Q4 		$140K Buy
2,752
+247
+10% +$11.8K 0.05% 371
2017
Q3 		$118K Buy
2,505
+234
+10% +$10.4K 0.04% 443
2017
Q2 		$100K Buy
2,271
+1,705
+301% +$70.2K 0.04% 450
2017
Q1 		$24K Sell
566
-22,141
-98% -$962K 0.01% 434
2016
Q4 		$978K Sell
22,707
-73
-0.3% -$2.69K 0.36% 22
2016
Q3 		$706K Buy
+22,780
New +$647K 0.27% 38

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Rampart Investment Management's ZION Position: Q3 2020 in Review

Rampart Investment Management sold out of Zions Bancorporation (ZION) in Q3 2020, closing a stake of 1,283 shares — an estimated $44K sold.

Rampart Investment Management first reported a position in ZION in Q3 2016 and held it in 16 quarters. The position peaked at $978K in Q4 2016. 406 funds tracked by Wall St. Rank hold ZION as of Q3 2020.

  • Rampart Investment Management reported no remaining Zions Bancorporation position as of Q3 2020 after selling out during the quarter.
  • Rampart Investment Management sold 1,283 Zions Bancorporation shares in Q3 2020, an estimated $44K.
  • Rampart Investment Management first reported a position in Zions Bancorporation in Q3 2016 and held it in 16 quarters.
  • Rampart Investment Management's Zions Bancorporation position peaked at $978K in Q4 2016.
  • 406 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.