San Francisco Sentry Investment Group’s Zions Bancorporation ZION Stock Holding History

San Francisco Sentry Investment 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
2021 Q2	$21K	Hold	396	–	–	0.01%	471
2021 Q1	$22K	Hold	396	–	–	0.01%	488
2020 Q4	$17K	Sell	396 -81	-17%	-$3K	0.01%	477
2020 Q3	$14K	Sell	477 -16	-3%	-$516	0.01%	465
2020 Q2	$17K	Buy	493 +18	+4%	+$570	0.01%	438
2020 Q1	$12K	Sell	475 -92	-16%	-$3.79K	0.01%	450
2019 Q4	$29K	Hold	567	–	–	0.01%	444
2019 Q3	$26K	Sell	567 -28	-5%	-$1.21K	0.01%	455
2019 Q2	$27K	Hold	595	–	–	0.01%	447
2019 Q1	$27K	Sell	595 -34	-5%	-$1.62K	0.01%	465
2018 Q4	$25K	Buy	629 +15	+2%	+$699	0.01%	452
2018 Q3	$31K	Buy	614 +108	+21%	+$5.7K	0.01%	451
2018 Q2	$26K	Sell	506 -64	-11%	-$3.53K	0.01%	452
2018 Q1	$30K	Buy	570 +7	+1%	+$377	0.01%	520
2017 Q4	$29K	Sell	563 -5	-0.9%	-$239	0.01%	512
2017 Q3	$26K	Buy	568 +60	+12%	+$2.67K	0.01%	513
2017 Q2	$22K	Buy	+508	New	+$20.9K	0.01%	449

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 $1.02T AUM 30.18% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

San Francisco Sentry Investment Group's ZION Position: Q2 2021 in Review

San Francisco Sentry Investment Group held its Zions Bancorporation (ZION) position steady in Q2 2021 at 396 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #471.

San Francisco Sentry Investment Group first reported a position in ZION in Q2 2017 and has held it in 17 quarters since. The position peaked at $31K in Q3 2018. 430 funds tracked by Wall St. Rank hold ZION as of Q2 2021.

San Francisco Sentry Investment Group held 396 shares of Zions Bancorporation worth $21K as of Q2 2021.
San Francisco Sentry Investment Group left its Zions Bancorporation share count unchanged in Q2 2021.
Zions Bancorporation made up 0.01% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #471 holding.
San Francisco Sentry Investment Group first reported a position in Zions Bancorporation in Q2 2017 and has held it in 17 quarters since.
San Francisco Sentry Investment Group's Zions Bancorporation position peaked at $31K in Q3 2018.
430 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.