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Strategic Global Advisors’s Zions Bancorporation ZION Stock Holding History

Strategic Global Advisors’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
2020
Q2 		– Sell
-34,942
Closed -$935K – 155
2020
Q1 		$935K Hold
34,942
– – 0.24% 92
2019
Q4 		$1.81M Sell
34,942
-218
-0.6% -$10.6K 0.38% 70
2019
Q3 		$1.56M Sell
35,160
-18,929
-35% -$818K 0.35% 80
2019
Q2 		$2.49M Sell
54,089
-3,854
-7% -$178K 0.53% 51
2019
Q1 		$2.63M Buy
+57,943
New +$2.76M 0.55% 56

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Strategic Global Advisors's ZION Position: Q2 2020 in Review

Strategic Global Advisors sold out of Zions Bancorporation (ZION) in Q2 2020, closing a stake of 34,942 shares — an estimated $935K sold.

Strategic Global Advisors first reported a position in ZION in Q1 2019 and held it in 5 quarters. The position peaked at $2.63M in Q1 2019. 410 funds tracked by Wall St. Rank hold ZION as of Q2 2020.

  • Strategic Global Advisors reported no remaining Zions Bancorporation position as of Q2 2020 after selling out during the quarter.
  • Strategic Global Advisors sold 34,942 Zions Bancorporation shares in Q2 2020, an estimated $935K.
  • Strategic Global Advisors first reported a position in Zions Bancorporation in Q1 2019 and held it in 5 quarters.
  • Strategic Global Advisors's Zions Bancorporation position peaked at $2.63M in Q1 2019.
  • 410 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2020.

Based on Strategic Global Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.