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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
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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return