Sitrin Capital Management’s Zions Bancorporation ZION Stock Holding History

Sitrin Capital Management’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
2019 Q1	–	Sell	-94,647	Closed	-$3.86M	–	40
2018 Q4	$3.86M	Sell	94,647 -610	-0.6%	-$28.4K	2.35%	27
2018 Q3	$4.78M	Buy	95,257 +2,024	+2%	+$107K	2.57%	26
2018 Q2	$4.91M	Buy	93,233 +5,570	+6%	+$307K	2.79%	23
2018 Q1	$4.62M	Buy	87,663 +278	+0.3%	+$15K	2.98%	21
2017 Q4	$4.44M	Sell	87,385 -1,240	-1%	-$59.4K	2.81%	22
2017 Q3	$4.18M	Sell	88,625 -539	-0.6%	-$24K	2.69%	23
2017 Q2	$3.92M	Buy	89,164 +1,610	+2%	+$66.3K	2.65%	23
2017 Q1	$3.68M	Sell	87,554 -38,219	-30%	-$1.66M	2.64%	25
2016 Q4	$5.41M	Buy	+125,773	New	+$4.63M	4.19%	4

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sitrin Capital Management's ZION Position: Q1 2019 in Review

Sitrin Capital Management sold out of Zions Bancorporation (ZION) in Q1 2019, closing a stake of 94,647 shares — an estimated $3.86M sold.

Sitrin Capital Management first reported a position in ZION in Q4 2016 and held it in 9 quarters. The position peaked at $5.41M in Q4 2016. 554 funds tracked by Wall St. Rank hold ZION as of Q1 2019.

Sitrin Capital Management reported no remaining Zions Bancorporation position as of Q1 2019 after selling out during the quarter.
Sitrin Capital Management sold 94,647 Zions Bancorporation shares in Q1 2019, an estimated $3.86M.
Sitrin Capital Management first reported a position in Zions Bancorporation in Q4 2016 and held it in 9 quarters.
Sitrin Capital Management's Zions Bancorporation position peaked at $5.41M in Q4 2016.
554 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2019.

Based on Sitrin Capital Management's 13F filing for Q1 2019, filed 11 Apr 2019.