SI
ZION icon

SII Investments’s Zions Bancorporation ZION Stock Holding History

SII 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
2018
Q1 		– Sell
-13,672
Closed -$693K – 357
2017
Q4 		$693K Sell
13,672
-11,855
-46% -$568K 0.07% 199
2017
Q3 		$1.2M Sell
25,527
-249
-1% -$11.1K 0.07% 201
2017
Q2 		$1.13M Buy
25,776
+1,190
+5% +$49K 0.07% 206
2017
Q1 		$1.03M Buy
24,586
+99
+0.4% +$4.3K 0.07% 194
2016
Q4 		$1.05M Buy
24,487
+14,652
+149% +$540K 0.08% 192
2016
Q3 		$305K Sell
9,835
-7,929
-45% -$225K 0.02% 413
2016
Q2 		$447K Sell
17,764
-1,364
-7% -$36.2K 0.04% 334
2016
Q1 		$463K Sell
19,128
-750
-4% -$17.2K 0.04% 322
2015
Q4 		$542K Sell
19,878
-400
-2% -$11.5K 0.07% 234
2015
Q3 		$559K Buy
20,278
+1
+0% +$30 0.06% 267
2015
Q2 		$643K Hold
20,277
– – 0.08% 244
2015
Q1 		$547K Sell
20,277
-2,849
-12% -$74.6K 0.07% 269
2014
Q4 		$659K Sell
23,126
-4,084
-15% -$115K 0.09% 219
2014
Q3 		$792K Sell
27,210
-509
-2% -$14.8K 0.11% 195
2014
Q2 		$816K Hold
27,719
– – 0.12% 188
2014
Q1 		$804K Buy
27,719
+908
+3% +$27.6K 0.15% 162
2013
Q4 		$804K Buy
26,811
+6,261
+30% +$180K 0.14% 171
2013
Q3 		$564K Buy
+20,550
New +$600K 0.13% 170

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return