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Sargent Bickham Lagudis’s Zions Bancorporation ZION Stock Holding History

Sargent Bickham Lagudis’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
2016
Q3 		– Sell
-145
Closed -$4K – 786
2016
Q2 		$4K Buy
+145
New +$3.85K ﹤0.01% 633

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Sargent Bickham Lagudis's ZION Position: Q3 2016 in Review

Sargent Bickham Lagudis sold out of Zions Bancorporation (ZION) in Q3 2016, closing a stake of 145 shares — an estimated $4K sold.

Sargent Bickham Lagudis first reported a position in ZION in Q2 2016 and held it in 1 quarter. The position peaked at $4K in Q2 2016. 356 funds tracked by Wall St. Rank hold ZION as of Q3 2016.

  • Sargent Bickham Lagudis reported no remaining Zions Bancorporation position as of Q3 2016 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 145 Zions Bancorporation shares in Q3 2016, an estimated $4K.
  • Sargent Bickham Lagudis first reported a position in Zions Bancorporation in Q2 2016 and held it in 1 quarter.
  • Sargent Bickham Lagudis's Zions Bancorporation position peaked at $4K in Q2 2016.
  • 356 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2016.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2016, filed 13 Sep 2021.