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Scholtz & Company’s Zions Bancorporation ZION Stock Holding History

Scholtz & Company’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
2018
Q4 		– Sell
-33,300
Closed -$1.67M – 62
2018
Q3 		$1.67M Sell
33,300
-50,895
-60% -$2.69M 1.05% 31
2018
Q2 		$4.44M Sell
84,195
-975
-1% -$53.8K 3.11% 14
2018
Q1 		$4.49M Buy
85,170
+42,280
+99% +$2.28M 3.32% 9
2017
Q4 		$2.18M Buy
+42,890
New +$2.05M 1.58% 28

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Scholtz & Company's ZION Position: Q4 2018 in Review

Scholtz & Company sold out of Zions Bancorporation (ZION) in Q4 2018, closing a stake of 33,300 shares — an estimated $1.67M sold.

Scholtz & Company first reported a position in ZION in Q4 2017 and held it in 4 quarters. The position peaked at $4.49M in Q1 2018. 519 funds tracked by Wall St. Rank hold ZION as of Q4 2018.

  • Scholtz & Company reported no remaining Zions Bancorporation position as of Q4 2018 after selling out during the quarter.
  • Scholtz & Company sold 33,300 Zions Bancorporation shares in Q4 2018, an estimated $1.67M.
  • Scholtz & Company first reported a position in Zions Bancorporation in Q4 2017 and held it in 4 quarters.
  • Scholtz & Company's Zions Bancorporation position peaked at $4.49M in Q1 2018.
  • 519 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2018.

Based on Scholtz & Company's 13F filing for Q4 2018, filed 29 Jan 2019.