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Sovarnum Capital’s Zions Bancorporation ZION Stock Holding History

Sovarnum 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
2018
Q3 		– Sell
-15,000
Closed -$790K – 58
2018
Q2 		$790K Sell
15,000
-45,000
-75% -$2.48M 0.97% 28
2018
Q1 		$3.16M Buy
+60,000
New +$3.23M 2.96% 10

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sovarnum Capital's ZION Position: Q3 2018 in Review

Sovarnum Capital sold out of Zions Bancorporation (ZION) in Q3 2018, closing a stake of 15,000 shares — an estimated $790K sold.

Sovarnum Capital first reported a position in ZION in Q1 2018 and held it in 2 quarters. The position peaked at $3.16M in Q1 2018. 521 funds tracked by Wall St. Rank hold ZION as of Q3 2018.

  • Sovarnum Capital reported no remaining Zions Bancorporation position as of Q3 2018 after selling out during the quarter.
  • Sovarnum Capital sold 15,000 Zions Bancorporation shares in Q3 2018, an estimated $790K.
  • Sovarnum Capital first reported a position in Zions Bancorporation in Q1 2018 and held it in 2 quarters.
  • Sovarnum Capital's Zions Bancorporation position peaked at $3.16M in Q1 2018.
  • 521 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2018.

Based on Sovarnum Capital's 13F filing for Q3 2018, filed 14 Nov 2018.