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Sterling Ridge Capital Management’s Zions Bancorporation ZION Stock Holding History

Sterling Ridge 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
2016
Q1 		– Sell
-92,350
Closed -$2.52M – 122
2015
Q4 		$2.52M Buy
+92,350
New +$2.65M 0.42% 34

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sterling Ridge Capital Management's ZION Position: Q1 2016 in Review

Sterling Ridge Capital Management sold out of Zions Bancorporation (ZION) in Q1 2016, closing a stake of 92,350 shares — an estimated $2.52M sold.

Sterling Ridge Capital Management first reported a position in ZION in Q4 2015 and held it in 1 quarter. The position peaked at $2.52M in Q4 2015. 334 funds tracked by Wall St. Rank hold ZION as of Q1 2016.

  • Sterling Ridge Capital Management reported no remaining Zions Bancorporation position as of Q1 2016 after selling out during the quarter.
  • Sterling Ridge Capital Management sold 92,350 Zions Bancorporation shares in Q1 2016, an estimated $2.52M.
  • Sterling Ridge Capital Management first reported a position in Zions Bancorporation in Q4 2015 and held it in 1 quarter.
  • Sterling Ridge Capital Management's Zions Bancorporation position peaked at $2.52M in Q4 2015.
  • 334 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2016.

Based on Sterling Ridge Capital Management's 13F filing for Q1 2016, filed 16 May 2016.