Southside Capital’s Zions Bancorporation ZION Stock Holding History

Southside Capital’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 Q4	$5.19M	Hold	100,000	–	–	1.36%	36
2019 Q3	$4.45M	Buy	+100,000	New	+$4.32M	1.21%	39

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Southside Capital's ZION Position: Q4 2019 in Review

Southside Capital held its Zions Bancorporation (ZION) position steady in Q4 2019 at 100,000 shares worth $5.19M. The position accounts for 1.36% of the portfolio, ranked #36.

Southside Capital first reported a position in ZION in Q3 2019 and has held it in 2 quarters since. 474 funds tracked by Wall St. Rank hold ZION as of Q4 2019.

Southside Capital held 100,000 shares of Zions Bancorporation worth $5.19M as of Q4 2019.
Southside Capital left its Zions Bancorporation share count unchanged in Q4 2019.
Zions Bancorporation made up 1.36% of Southside Capital's portfolio in Q4 2019, its #36 holding.
Southside Capital first reported a position in Zions Bancorporation in Q3 2019 and has held it in 2 quarters since.
474 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2019.

Based on Southside Capital's 13F filing for Q4 2019, filed 11 Feb 2020.