SI
ZION icon

Sapience Investments’s Zions Bancorporation ZION Stock Holding History

Sapience Investments’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
-60,540
Closed -$1.62M – 99
2020
Q1 		$1.62M Sell
60,540
-820
-1% -$33.8K 0.36% 82
2019
Q4 		$3.19M Sell
61,360
-24,760
-29% -$1.2M 0.45% 71
2019
Q3 		$3.83M Buy
86,120
+7,000
+9% +$303K 0.53% 59
2019
Q2 		$3.64M Buy
79,120
+3,570
+5% +$165K 0.5% 61
2019
Q1 		$3.43M Buy
75,550
+9,080
+14% +$433K 0.46% 66
2018
Q4 		$2.71M Buy
66,470
+120
+0.2% +$5.59K 0.44% 73
2018
Q3 		$3.33M Buy
+66,350
New +$3.5M 0.41% 72
2017
Q3 		– Sell
-289,335
Closed -$12.7M – 86
2017
Q2 		$12.7M Buy
289,335
+13,320
+5% +$548K 2% 12
2017
Q1 		$11.6M Buy
276,015
+150,540
+120% +$6.54M 1.9% 17
2016
Q4 		$5.4M Buy
+125,475
New +$4.62M 1.66% 22

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sapience Investments's ZION Position: Q2 2020 in Review

Sapience Investments sold out of Zions Bancorporation (ZION) in Q2 2020, closing a stake of 60,540 shares — an estimated $1.62M sold.

Sapience Investments first reported a position in ZION in Q4 2016 and held it in 10 quarters. The position peaked at $12.7M in Q2 2017. 410 funds tracked by Wall St. Rank hold ZION as of Q2 2020.

  • Sapience Investments reported no remaining Zions Bancorporation position as of Q2 2020 after selling out during the quarter.
  • Sapience Investments sold 60,540 Zions Bancorporation shares in Q2 2020, an estimated $1.62M.
  • Sapience Investments first reported a position in Zions Bancorporation in Q4 2016 and held it in 10 quarters.
  • Sapience Investments's Zions Bancorporation position peaked at $12.7M in Q2 2017.
  • 410 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2020.

Based on Sapience Investments's 13F filing for Q2 2020, filed 14 Aug 2020.