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Summit Partners Public Asset Management’s Zions Bancorporation ZION Stock Holding History

Summit Partners Public Asset 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
2017
Q2 		– Sell
-130,000
Closed -$5.46M – 140
2017
Q1 		$5.46M Buy
130,000
+30,000
+30% +$1.3M 1.52% 35
2016
Q4 		$4.3M Buy
+100,000
New +$3.68M 1.4% 51
2016
Q3 		– Hold
0
– – – 154
2016
Q2 		– Hold
0
– – – 144

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State Street
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American Century Companies
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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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 $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return